Overview
Assets Under Management: $840 million
Headquarters: CHARLOTTESVILLE, VA
High-Net-Worth Clients: 11
Average Client Assets: $33.9 million
Frequently Asked Questions
MANGHAM ASSOCIATES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106300), MANGHAM ASSOCIATES, INC. is subject to fiduciary duty under federal law.
MANGHAM ASSOCIATES, INC. is headquartered in CHARLOTTESVILLE, VA.
MANGHAM ASSOCIATES, INC. serves 11 high-net-worth clients according to their SEC filing dated March 30, 2023. View client details ↓
According to their SEC Form ADV, MANGHAM ASSOCIATES, INC. offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
MANGHAM ASSOCIATES, INC. manages $840 million in client assets according to their SEC filing dated March 30, 2023.
According to their SEC Form ADV, MANGHAM ASSOCIATES, INC. serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.33%
Average Client Assets: $33.9 million
Total Client Accounts: 27
Discretionary Accounts: 21
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 106300
Filing ID: 1729666
Last Filing Date: 2023-03-30 13:24:00