LINDAHL & MANSAGER INC
Firm details
- Headquarters
- FAIRLAWN, Ohio
- CRD number
- 107111
- Registered since
- October 22, 2018
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI65.94%
- Individuals34.06%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Lindahl & Mansager Inc. operates as an independent registered investment adviser, SEC-registered in 2018 and owned by an individual. The firm serves primarily individual and family clients, charging fees based on a percentage of assets under management. Its advisory scope centers on financial planning and portfolio management for individuals and small businesses, and the firm also lists accounting as a business activity, indicating an integrated tax/accounting-advice capability alongside investment services. Lindahl & Mansager does not identify as an ESG investor, does not act as a capital allocator, and is not registered as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Cash & Cash Equivalents13%
- Exchange Traded Equities3%
Contacts
3 of 3DOUGLAS MANSAGER
Vice PresidentCRD 4358048
LAURA LINDAHL
Office ManagerCRD 4358055
NORMAN LINDAHL
PresidentCRD 1260245
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FAIRLAWN, OH
SUMMIT
Location
FAIRLAWN, OH
Headquartered in FAIRLAWN, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- SUMMIT
- Address
- 3075 Smith Rd
- Time zone
- ET (UTC-5)
- Office locations
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