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The Mandell Group

EST. AUM
$10,315,000

CONTACTS

CLIENT ACCOUNTS
3

Firm Details

Metro area Chicago
CRD Number 123406
Website
Client types

Overview

The Mandell Group is a U.S.-based registered investment advisory firm providing wealth management and financial planning services. The firm focuses on helping individuals and families manage investments, plan for retirement, and achieve long-term financial goals. Its services typically include portfolio construction, asset allocation, and ongoing advisory support tailored to client needs. No valid contact email was found for this firm. Dakota will continue to monitor for updated contact information.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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