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MANGOLDS INVESTMENT ADVISORS INC.
CRD 307437
2938 COLUMBIA AVENUE, SUITE 801, LANCASTER, PA, 17603, United States
Phone
717-984-3017
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$58.7M
Discretionary AUM
$58.7M
Team
3 total employees; 3 advisory reps; 10 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-01-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 459 | $46.1M |
| High net worth individuals | 34 | $12.7M |
All web addresses on file
Official SEC filing: View on IAPD