1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2J. MANDWELLE CAPITAL MANAGEMENT

Map pin
Phone518-792-4519
NotebookSEC #801-113486
Total AUM
$60.9M
Employees
1
Clients
144

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 TO 4:30
Monday - Friday
Phone
518-792-4519

ReceiptFinancials

Total AUM
$60.9M
Accounts
144
Discretionary
$60.9M
Accounts
144
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
111
AUM
$29.2M
HNW Individual Clients
32
AUM
$31.3M
Pension/Profit Sharing Plan Clients
1
AUM
$314.5K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account