The Lynd Group Advisors, LLC

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
4
Advisory reps
4

Firm details

Headquarters
Ventura, California
CRD number
169664
Fee structure
Percentage of AUM, Other
Services
Portfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

The Lynd Group Advisors, LLC is organized as a limited liability company and operates as an independent registered investment adviser. The firm is owned by an individual and functions as a capital allocator, meaning it places client capital with other managers and third-party strategies in addition to managing portfolios directly. Its stated fee model includes a percentage-of-assets component and other fee arrangements. Advisory services emphasize portfolio management for individuals and small businesses, the selection of outside advisers, and running educational seminars or workshops. The firm does not identify as an active ESG investor and lists an affiliation with an insurance company.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 4
  • Michael Mansfield

    Michael Mansfield

    Financial Planning ConsultantCRD 5656946

  • Tana Pennington

    Tana Pennington

    Retirement PlannerCRD 7542503

  • Owen Hill

    Owen Hill

    Financial AdvisorCRD 8113650

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

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