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MANDEL FINANCIAL SERVICES
MANDEL FINANCIAL SERVICES, LLC
CRD 318124
431 OHIO PIKE, SUITE 201, CINCINNATI, OH, 45255, United States
Phone
513-441-4025
Fax
513-688-8244
Registration
— (—)
Source
State registered
Total AUM
$28.2M
Discretionary AUM
$28.2M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $2.4M |
| High net worth individuals | 8 | $25.8M |
Official SEC filing: View on IAPD