THE LYND GROUP ADVISORS, LLC
Firm details
- Headquarters
- VENTURA, California
- CRD number
- 169664
- Website
- thelyndgroup.com
- Fee structure
- Percentage of AUM, Other
- Services
- Portfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
The Lynd Group Advisors, LLC is organized as a limited liability company and is classified in the source data as an individual-owned, unclassified advisory firm that functions as a capital allocator. Its fee model includes a percentage-of-AUM component alongside other fee arrangements. The firm’s advisory services emphasize portfolio management for individuals and small businesses, selecting third-party advisers, and running educational seminars or workshops. It is not flagged as an active ESG investor, is not a multistate adviser according to the dataset, and does not appear positioned as a pension consultant or related adviser. The firm has an industry affiliation with an insurance company.
Assets & Accounts
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
Contacts
3 of 3Owen Hill
Financial AdvisorCRD 8113650
MICHAEL MANSFIELD
OwnerCRD 5656946
TANA PENNINGTON
Retirement PlannerCRD 7542503
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
VENTURA, CA
VENTURA
Location
VENTURA, CA
Headquartered in VENTURA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- VENTURA
- Address
- 801 S Victoria Ave
- Time zone
- PT (UTC-8)
- Office locations
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