Lindahl & Mansager Inc (Fairlawn)

Lindahl & Mansager Inc is a large advisory firm based in Fairlawn. It manages $115.3 million of regulatory assets for 733 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Ohio.

Lindahl & Mansager provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Lindahl & Mansager: assets under management

The assets under management (AUM) of Lindahl & Mansager Inc is $115.3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 253% since the beginning of its operation, and $765.73 thousand of the total AUM is attributable to clients outside of the United States.

The firm manages $115.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $157.3 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 87% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 10% of the firm’s portfolio. Investments in exchange traded securities form 3% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Lindahl & Mansager Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Lindahl & Mansager serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Lindahl & Mansager is individuals with 213 clients and $58.84 million of assets under management. Among the 9 most similar advisory firms, Lindahl & Mansager has the 2nd highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $115.3 million for 257 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

Lindahl & Mansager doesn't advise any private funds.

Careers at Lindahl & Mansager Inc

The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Douglas Norman Mansager joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Douglas Norman Mansager	Chief compliance officer	1 Nov 1992	25% - 50%	4358048
Norman Allan Lindahl	Chief executive officer	1 Nov 1992	25% - 50%	1260245
Laura Marie Lindahl	Chief financial officer	1 Nov 1992	25% - 50%	4358055

Based in Fairlawn

The principal office where Lindahl & Mansager Inc performs its advisory services is located at 3075 Smith Road, Suite 103, Fairlawn, OH 44333, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 330-665-0655 or by fax 330-665-0688. The normal business hours are 9:00am - 5:00pm on Monday - Friday.