J. Mandwelle Capital Management

J. Mandwelle Capital Management (CRD# 166330) is a financial advisory firm headquartered in , . They manage $44,506,330 in 104 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.facebook.com/jmandwellecapitalmanagement/
By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    104
    ACCOUNTS
  • Average Account Value
    $427,945
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at J. Mandwelle Capital Management
Showing 1 - 1 of 1 top financial advisors.
1
Jonathan Mandwelle, financial advisor Queensbury NY
Jonathan Mandwelle
CRD#: 2493454
Queensbury, NY

Jonathan Mandwelle (CRD# 2493454) is an Investment Advisor Representative working at J. Mandwelle Capital Management in Queensbury, NY and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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