Mandala Wealth Management, LLC
Mandala Wealth Management, LLC (CRD# 282151) is a financial advisory firm headquartered in San Francisco, CA. They manage $14,000,000 in 30 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management14MILLION
Total Number of Accounts30ACCOUNTS
Average Account Value$466,667
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Jay Liao (CRD# 5720612) is an Investment Advisor Representative working at Mandala Wealth Management, LLC in San Francisco, CA and has over 5 years of experience in the finance industry.