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- Custodian
- Charles Schwab & Company ยท Northern Trust
- Clients
- Retail
- Platforms
- InsightCatalyst +more
- Established Date
- 10-10-2019
- Office Locations
- 1
Office Locations
About Mandala Financial Advisors LLC
Mandala Financial Advisors is a holistic wealth management firm serving values-driven individuals and families across life stages. It builds integrated financial plans and investment strategies spanning retirement, tax, estate, insurance, and charitable planning, with an ESG/impact and socially responsible lens. Client portfolios commonly use mutual funds and ETFs and are custodied at Charles Schwab (and Northern Trust).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN WILLIAM MCGOWAN
Advisor, Chief Compliance Officer, Chief Executive Officer
- CRD
- #4825807
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,387,735 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,387,735 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,387,735
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,298,195,603 | 35.1% |
| Equity - Exchange | $1,150,253,084 | 31.1% |
| Cash | $551,085,883 | 14.9% |
| Corporate - Investment Grade | $699,028,401 | 18.9% |
| Total | $3,698,562,971 | 100.0% |