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Mandala Financial Advisors LLC CRD 304810
$25.4M regulatory AUM 2 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
123 G Street Suite 103, Salida, CO 81201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-05-27 |
| IA | RA | APPROVED | 2019-10-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ctc/Mycfo | Chicago | IL | 08/2014 | 10/2017 |
| Unemployed | Des Moines | IA | 10/2017 | 02/2018 |
| Krause Group | Des Moines | IA | 02/2018 | 03/2019 |
| Mandala Financial Advisors Llc | Salida | CO | 03/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-02-06 |
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