Mandel Financial Services

Mandel Financial Services (CRD# 318124) is a financial advisory firm headquartered in Cincinnati, OH. They manage $23,312,777 in 38 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
431 Ohio Pike, Suite 201, Cincinnati, OH 45255
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $613,494
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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.

OH

Financial Advisors at Mandel Financial Services
Showing 1 - 1 of 1 top financial advisors.
1
Timothy Mandel, financial advisor Cincinnati OH
Timothy J. Mandel
CRD#: 7224891
431 Ohio Pike, Suite 201, Cincinnati, OH 45255

Timothy Mandel (CRD# 7224891) is an Investment Advisor Representative working at Mandel Financial Services in Cincinnati, OH and has over 2 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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