Mangotree Capital, LLC

Mangotree Capital, LLC (CRD# 160552) is a financial advisory firm headquartered in Sterling Heights, MI. They manage $33,200,000 in 124 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
6633 Eighteen Mile Road #2, Sterling Heights, MI 48314
https://www.mangotreecapital.com
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    124
    ACCOUNTS
  • Average Account Value
    $267,742
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MI

Financial Advisors at Mangotree Capital, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Satish Dharwadkar, financial advisor Sterling Heights MI
Satish P. Dharwadkar
CRD#: 4980291
6633 Eighteen Mile Road #2, Sterling Heights, MI 48314

Satish Dharwadkar (CRD# 4980291) is an Investment Advisor Representative working at Mangotree Capital, LLC in Sterling Heights, MI and has over 18 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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