MANDEL FINANCIAL SERVICES

MANDEL FINANCIAL SERVICES of CINCINNATI, OH is an SEC-registered investment adviser (CRD 318124). Regulatory assets under management: $28.2M.

Registration

• CRD: 318124
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 318124 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search