# MANDEL FINANCIAL SERVICES

MANDEL FINANCIAL SERVICES of CINCINNATI, OH is an SEC-registered investment adviser.

## Registration

- CRD: 318124
- Type: SEC-registered investment adviser
- Location: 431 OHIO PIKE, CINCINNATI, OH, 45255
- Phone: 513-441-4025
- Latest filing: 2026-04-16
- Regulatory AUM: $28.2M
- Discretionary AUM: $28.2M
- Clients: 1
- Accounts: 56

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/318124/brochure
- Similar advisers: https://search.stillhousedata.com/firm/318124/similar
- Related entities: https://search.stillhousedata.com/firm/318124/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/318124

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.