M
CRD: 318124
Mandel Financial Services
Cincinnati, OH, 45255
5134414025
$28.2M Total AUM
$28.2M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-10-2022
- Office Locations
- 1
Office Locations
431 Ohio Pike Suite 201 Cincinnati OH
About Mandel Financial Services
Mandel Financial Services is a Cincinnati-based RIA. The firm has been operating for 4 years. Managing $28.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
-- AVG AGE
$28.2M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
4.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Ember horizon Glacier Insight fusion
Investment Themes
Horizon summit Signal radial Crest
Investment Vehicles
Zenith alpha
Services
Meridian element Pioneer Ridge Peak North
Owner & Executives
T
Timothy James Mandel
Chief Compliance Officer, Consultant, Managing Member
- CRD
- #7224891
- Ownership
- 75% or more
(338) 354-3599
atlas.glacier@elementcapital.com
in linkedin.com/in/peak-frontier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,225,683 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,225,683 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,225,683
Public Funds:
14.7% Municipal Bonds:
46.2% Equity - Exchange:
15.7% Cash:
13.0% U.S. Government/Agency:
10.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $468,745,434 | 14.7% |
| Municipal Bonds | $1,473,199,936 | 46.2% |
| Equity - Exchange | $500,632,879 | 15.7% |
| Cash | $414,536,779 | 13.0% |
| U.S. Government/Agency | $331,629,423 | 10.4% |
| Total | $3,188,744,451 | 100.0% |