M.B. Engdahl & Co

Overview

M.B. Engdahl & Co. is a sole-proprietorship independent registered investment adviser that serves individual and family clients. The firm is owned and operated by an individual and combines legal practice activity with fee-for-service financial planning. Its compensation model is hourly charges rather than asset-based fees. The adviser is not identified as an active ESG investor, is not positioned as a multi-state adviser, and is not described as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices