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- Custodian
- Interactive Brokers · Jackson National Life
- Clients
- Retail
- Platforms
- Glacier
- Established Date
- 04-22-2020
- Office Locations
- 2
Office Locations
About Mangolds Investment Advisors Inc.
Mangold’s Investment Advisors is a retail RIA focused on helping working-class households build financial independence through plain-language education, financial planning, investment guidance, and debt reduction via its “Debt Freedom Plans” built around paying yourself first. The firm stresses fiduciary transparency and ongoing compliance, and its managed portfolios are primarily ETF-based (custodied at Interactive Brokers).
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Custodian
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Technology
Owner & Executives
ZACHARY BUTERBAUGH
Chief Compliance Officer, Investment Advisor Representative, President
- CRD
- #6602545
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Cody Everett Buterbaugh
Investment Advisor Representative
- CRD
- #6906528
Sharon Anne England
--
- CRD
- #8215685
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,432,681 | -- |
| Non-Discretionary | $0 | -- |
| Total | $65,432,681 | -- |
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Separately Managed Accounts
Total SMA Asset: $65,432,681
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,475,693,718 | 16.8% |
| Public Funds | $3,223,688,062 | 36.7% |
| Cash | $4,084,509,397 | 46.5% |
| Total | $8,783,891,177 | 100.0% |