The Lynd Group Advisors, LLC
Firm details
- Headquarters
- Ventura, California
- CRD number
- 169664
- Website
- thelyndgroup.com
- Fee structure
- Percentage of AUM, Other
- Services
- Portfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
The Lynd Group Advisors, LLC is organized as a limited liability company and operates as an independent registered investment adviser. The firm is owned by an individual and functions as a capital allocator, meaning it places client capital with other managers and third-party strategies in addition to managing portfolios directly. Its stated fee model includes a percentage-of-assets component and other fee arrangements. Advisory services emphasize portfolio management for individuals and small businesses, the selection of outside advisers, and running educational seminars or workshops. The firm does not identify as an active ESG investor and lists an affiliation with an insurance company.
Assets & Accounts
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
Contacts
3 of 4
Michael Mansfield
Financial Planning ConsultantCRD 5656946

Tana Pennington
Retirement PlannerCRD 7542503

Owen Hill
Financial AdvisorCRD 8113650
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Ventura, CA
Ventura
Location
Ventura, CA
Headquartered in Ventura, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Ventura
- Address
- 801 S Victoria Ave
- Time zone
- PT (UTC-8)
- Office locations
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