The Mandell Group

Overview

The Mandell Group operates as a small, owner-run advisory practice that combines registered representative activity and insurance brokerage with portfolio management for individuals and small businesses. The firm is structured as a sole proprietorship and serves a mix of individual, family and some institutional clients. Fee arrangements include a percentage of assets under management and hourly charges, allowing for both ongoing advisory relationships and episodic planning or consulting work. Investment activity is concentrated and equity-oriented. The firm shows a clear preference for exchange-traded equities and separately managed account (SMA) implementations, which points to a hands-on, portfolio construction approach rather than passive wrap-only solutions. The Mandell Group does not position itself as an active ESG investor and operates on a single-state basis, keeping its footprint intentionally compact.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices