# Mandala Financial Advisors LLC

Mandala Financial Advisors LLC is an other.

## Overview

- **Organization type:** other
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/mandala-financial-advisors

## Regulatory record

- **CRD number:** 304810
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304810

## About

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.

## Questions

### 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).

## Related profiles

- [QUALIFIED PLANNING](https://altss.com/profile/qualified-planning)
- [Griffis Asset Management](https://altss.com/profile/griffis-asset-management-company-llc)

---

Last updated: 2026-08-14T12:30:00.000Z

Canonical page: https://altss.com/profile/mandala-financial-advisors-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology