Mandala Wealth Management, LLC
Mandala Wealth Management, LLC (CRD# 282151) is a financial advisory firm headquartered in , . They manage $14,400,000 in 28 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Mandala Wealth Management, LLC
By the Numbers
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Total Assets Under Management14MILLION
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Total Number of Accounts28ACCOUNTS
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Average Account Value$514,286
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Mandala Wealth Management, LLC
1
Jay Liao (CRD# 5720612) is an Investment Advisor Representative working at Mandala Wealth Management, LLC in San Francisco, CA and has over 13 years of experience in the finance industry.
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