MANDALA FINANCIAL ADVISORS LLC

MANDALA FINANCIAL ADVISORS LLC of SALIDA, CO is an SEC-registered investment adviser (CRD 304810). Regulatory assets under management: $25.4M.

Registration

• CRD: 304810
• Type: Registered investment adviser
• Location: 123 G STREET, SALIDA, CO, 81201
• Phone: 312-890-6221
• Latest filing: 2026-03-02
• Regulatory AUM: $25.4M
• Discretionary AUM: $25.4M
• Clients: 1
• Accounts: 66

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304810 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search