J. Mandwelle Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$60,867,197
Total clients
143
22% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
143
Average account size
$425,645
Client services
Fee options
Less than $100,000 - $99,999: 1.20% $100,000 - $199,999: 1.10% $200,000 - $299,999: 1.00% $300,000+: Negotiable
$125 per hour (negotiable) for financial planning services
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
J. Mandwelle Capital Management
Queensbury NY, United States
Number of offices
1
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