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J. MANDWELLE CAPITAL MANAGEMENT
J. MANDWELLE CAPITAL STRATEGIES, LLC
CRD 166330 · SEC 801-113486
NY, United States
Phone
518-792-4519
Fax
888-651-5322
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$60.9M
Discretionary AUM
$60.9M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 111 | $29.2M |
| High net worth individuals | 32 | $31.3M |
States served
NY
Official SEC filing: View on IAPD