L
CRD: 107111
Lindahl & Mansager INC
Fairlawn, OH, 44333
3306650655
$213.7M Total AUM
$213.7M Disc. AUM
9.8% 3Y CAGR
3 Employees
562 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-04-2012
- Office Locations
- 1
Office Locations
3075 Smith Road, Suite 103 Fairlawn OH
About Lindahl & Mansager INC
Lindahl & Mansager INC is a Fairlawn-based RIA. The firm has been operating for 14 years. Managing $213.7M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
-- AVG AGE
$71.2M AVG AUM / ADVISOR
$380.2K AVG AUM / CLIENT
14.1 yrs AVG TENURE
3 Employees
3 Advisory Reps
0 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Matrix
Investment Vehicles
Wave quantum
Services
Value pathway Signal vital Frontier fusion Unison Pioneer Eagle atlas
Owner & Executives
L
LAURA MARIE LINDAHL
Chief Compliance Officer, Chief Financial Officer
- CRD
- #4358055
- Ownership
- 25% but less than 50%
(238) 898-3866
unison.meridian@beaconcapital.com
in linkedin.com/in/summit-oak
N
NORMAN ALLAN LINDAHL
Chief Executive Officer
- CRD
- #1260245
- Ownership
- 25% but less than 50%
(763) 287-9317
focus.signal@beaconcapital.com
in linkedin.com/in/summit-radial
R
Ridge beacon
Ridge prime oak
- CRD
- #95584
- Ownership
- 22.4%
(950) 522-6054
capital.quantum@quantumcapital.com
in linkedin.com/in/bridge-meridian
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $213,656,000 | $277,115 |
| Non-Discretionary | $0 | -- |
| Total | $213,656,000 | $277,115 |
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Separately Managed Accounts
Total SMA Asset: $213,656,000
Public Funds:
24.8% Cash:
37.6% Equity - Exchange:
37.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,657,124,338 | 24.8% |
| Cash | $2,512,414,319 | 37.6% |
| Equity - Exchange | $2,512,414,319 | 37.6% |
| Total | $6,681,952,976 | 100.0% |