LINDAHL & MANSAGER INC
Adviser information for LINDAHL & MANSAGER INC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 736 | $176.0M |
| Non-Discretionary | 0 | $0 |
| Total | 736 | $176.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 200 | $56.7M |
| HNW Individuals | 78 | $119.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 278 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
| Other Business Activities | Accountant or accounting firm |
Identifiers
| SEC RIA File Number | 801-114168 |
|---|---|
| SEC ERA File Number | 801-114168 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 107111 |
| Legal Entity Identifier | None |
Principal Office
3075 SMITH ROAD, SUITE 103FAIRLAWN
OH
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 330-665-0655, Fax: 330-665-0688
Chief Compliance Officer
DOUGLAS MANSAGER
VICE PRESIDENT
3075 SMITH ROAD, SUITE 103
FAIRLAWN
OH
United States
Tel:
330-665-0655
Fax:
330-665-0688
D*********@**********M
(Full email address available in API data)
Regulatory Contact
NORMAN LINDAHL
CHIEF EXECUTIVE OFFICER
3075 SMITH ROAD, SUITE #103
FAIRLAWN
OH
United States
Tel:
300-665-0655
Fax:
330-665-0688
N********@*********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MANSAGER, DOUGLAS, NORMAN | Individual | – | CHIEF COMPLIANCE OFFICER | 11/1992 | 25-50% |
| LINDAHL, NORMAN, ALLAN | Individual | – | CHIEF EXECUTIVE OFFICER | 11/1992 | 25-50% |
| LINDAHL, LAURA, MARIE | Individual | – | CHIEF FINANCIAL OFFICER | 11/1992 | 25-50% |