Mandeville Asset Management,llc

Mandeville Asset Management,llc (CRD# 126804) is a financial advisory firm headquartered in , . They manage $12,500,000 in 23 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $543,478
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Mandeville Asset Management,llc
Showing 1 - 1 of 1 top financial advisors.
1
Phillip Jones, financial advisor Los Angeles CA
Phillip B. Jones
CRD#: 261599
3499 Mandeville Canyon Road, Los Angeles, CA 90049
73
Wealthminder
score

Phillip Jones (CRD# 261599) is an Investment Advisor Representative working at Mandeville Asset Management,llc in Los Angeles, CA and has over 35 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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