Mandala Financial Advisors LLC

Mandala Financial Advisors LLC is a state-registered investment adviser in Salida, CO. The firm manages approximately $25 million in regulatory assets.

Overview

Mandala Financial Advisors LLC is a state-registered investment adviser in Salida, CO. The firm manages approximately $25 million in regulatory assets. It has 1 employee and 1 investment adviser.

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General information

Who leads investment decisions at Mandala Financial Advisors?

CEO Mark J. Notel leads the firm along with a team of advisors and analysts. Notel founded the firm in 2012 and previously co-founded a predecessor advisory firm (per SEC ADV, 2024).

Is Mandala structured as a fiduciary?

Yes. Mandala Financial Advisors as a fee-only investment advisor. It does not accept commissions, and its fees are based on a percentage of assets under management. This structure requires the firm to act in the best interest of clients (per SEC ADV, 2024).

What types of clients does Mandala serve?

Mandala works with high-net-worth individuals, families, and institutions including pension plans. The firm's ADV filing shows a nearly even split between individual and institutional clients (per SEC ADV, 2024).

What investment strategies does Mandala use?

Mandala uses passive index-based strategies for core holdings combined with selective active management. The firm incorporates tax-efficient strategies like direct indexing and can offer alternative investments such as real estate and private credit to qualified clients (per SEC ADV, 2024).

Where is Mandala based?

Mandala's headquarters is in Short Hills, New Jersey, and it does not have additional offices listed in its regulatory filings (per SEC ADV, 2024).

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