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MANDALA FINANCIAL ADVISORS LLC
CRD 304810
123 G STREET, SUITE 103, SALIDA, CO, 81201, United States
Phone
312-890-6221
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$25.4M
Discretionary AUM
$25.4M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $4.6M |
| High net worth individuals | 11 | $20.8M |
All web addresses on file
Official SEC filing: View on IAPD