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Bruce Ansel Mandel

OAKWOOD CAPITAL MANAGEMENT LLC·LOS ANGELES, California
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12121 WILSHIRE BLVD., SUITE 1250, LOS ANGELES, CA 90025CRD# 1331069Firm CRD# 108080
01

About

Bruce Ansel Mandel is a registered financial advisor based in LOS ANGELES, California, affiliated with OAKWOOD CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OAKWOOD CAPITAL MANAGEMENT LLC
OAKWOOD CAPITAL MANAGEMENT LLC
AUM
$922M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at OAKWOOD CAPITAL MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Other: SET-UP, REFERRAL, SERVICE & ADMINISTRATION FEES & FIXED FEES
Regulatory
SEC/IARD CRD# 1331069
Firm CRD# 108080
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bruce Ansel Mandel offer?
Bruce Ansel Mandel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOS ANGELES, California for a consultation.
What are Bruce Ansel Mandel's credentials?
Bruce Ansel Mandel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bruce Ansel Mandel located?
Bruce Ansel Mandel is based in LOS ANGELES, California, working with OAKWOOD CAPITAL MANAGEMENT LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.
How does Bruce Ansel Mandel charge for services?
Bruce Ansel Mandel's firm is compensated through percentage of aum, other: set-up, referral, service & administration fees & fixed fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OAKWOOD CAPITAL MANAGEMENT LLC?
OAKWOOD CAPITAL MANAGEMENT LLC has approximately 16 employees and manages $922M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OAKWOOD CAPITAL MANAGEMENT LLC

James Mark Lyon
LOS ANGELES, CA
Nicanor Mabunga Mamaril
LOS ANGELES, CA
Thomas Lee Roley
LOS ANGELES, CA
Tom Watson Doxey
LOS ANGELES, CA

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Research
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