THE LYND GROUP ADVISORS, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
3

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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Owen Hill

    Financial AdvisorCRD 8113650

  • MICHAEL MANSFIELD

    OwnerCRD 5656946

  • TANA PENNINGTON

    Retirement PlannerCRD 7542503

Wealth teams

FINTRX

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

Intelligence for Private Wealth