Mandel Financial Services
Firm details
- Headquarters
- Cincinnati, Ohio
- CRD number
- 318124
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI91.52%
- Individuals8.48%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Mandel Financial Services is an independent, individual-owned registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges clients by a percentage of assets under management and with fixed fees, and it does not position itself as a capital allocator. Mandel is not a multi-state or ESG-focused adviser according to its filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- State & Local Bonds10%
- Exchange Traded Equities9%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Owners & executives
1 of 1Timothy Mandel
Managing Member And Chief Compliance OfficerCRD 7224891
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Cincinnati, OH
Hamilton
Location
Cincinnati, OH
Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Hamilton
- Address
- 431 Ohio Pike
- Time zone
- ET (UTC-5)
- Office locations
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