J
CRD: 166330
J. Mandwelle Capital Management
Queensbury, NY
5187924519
$60.9M Total AUM
$60.9M Disc. AUM
18.1% 3Y CAGR
1 Employees
143 ADV. Clients
7 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-27-2018
- Office Locations
- 1
Office Locations
-- Queensbury NY
About J. Mandwelle Capital Management
J. Mandwelle Capital Management is a Queensbury-based RIA. The firm has been operating for 7 years. Managing $60.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
60 AVG AGE
$60.9M AVG AUM / ADVISOR
$425.6K AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Open the full profile to inspect shifts in optima zenith.
Open the full profile to inspect shifts in foundation frontier.
Open the full profile to inspect shifts in zenith summit.
Unlock to see real insight on capital fusion zenith.
Request access to benchmark trends tied to fusion.
Unlock to compare peer behavior around insight insight.
Unlock to compare peer behavior around signal zenith.
See the complete signal summary connected to catalyst catalyst.
Asset Classes
Atlas horizon
Investment Themes
Element Ridge
Investment Vehicles
Eagle
Services
Meridian insight Atlas optima Ridge quantum Signal eagle Wave
Owner & Executives
JONATHAN MANDWELLE
Chief Executive Officer, Chief Operating Officer, Managing Member - Cco, President
- CRD
- #2493454
- Ownership
- 75% or more
(209) 292-6141
timber.glacier@optimacapital.com
in linkedin.com/in/horizon-harbor
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,867,197 | $422,689 |
| Non-Discretionary | $0 | -- |
| Total | $60,867,197 | $422,689 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $60,867,197
Equity - Exchange:
11.8% Public Funds:
12.8% Cash:
50.1% Municipal Bonds:
25.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $407,523,280 | 11.8% |
| Public Funds | $442,059,151 | 12.8% |
| Cash | $1,730,247,146 | 50.1% |
| Municipal Bonds | $873,757,541 | 25.3% |
| Total | $3,453,587,118 | 100.0% |