|
⚲
|
| Lindahl & Mansager Inc
✚
|
|
|---|---|
| CRD # | 107111 |
| SEC # | 801-114168 |
| CIK # | |
| AUM | $161.3 MM (2023-03-28) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 330-665-0655 |
| Address | 3075 Smith Road, Suite 103 Fairlawn, OH 44333 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 222 | 50.0 |
| (b) Individuals (high net worth individuals) | 75 | 111.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 776 | 161.3 |
| By Discretionary | ||
| Discretionary | 776 | 161.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 776 | 161.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 160.2 | |
| Total | 776 | 161.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Strauss Wealth Advising Inc
✚
|
AL | 0.2 |
|
Interwealth Management LLC
✚
|
AZ | 0.2 |
|
Ervin Investment Management LLC
✚
|
WA | 0.2 |
|
Blue Spark Capital Advisors LLC
✚
|
NY | 0.2 |
|
Mittelman Wealth Management LLC
✚
|
MA | 0.2 |
|
Sequoia Planning & Investments LLC
✚
|
CA | 0.2 |
|
Successful Money Strategies Inc
✚
|
MA | 0.2 |
|
Macallaster Pitfield Mackay Inc
✚
|
CT | 0.2 |
|
Bentley Financial Group Inc
✚
|
IL | 0.2 |
|
Rightwealth Advisors LLC
✚
|
OH | 0.2 |