Mangolds Investment Advisors Inc.

Overview

Mangolds Investment Advisors Inc. is an independent, privately owned registered investment adviser that serves individuals, families and small-business clients. The firm delivers financial planning and portfolio management and supplements its client work with educational seminars and workshops. Its typical billing is a percentage of assets under management, with hourly fees available for select engagements. The firm does not describe itself as an active ESG investor and is not listed as a pension consultant or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices