Unclaimed Profile

Joel Rosfjord Mangham

MANGHAM ASSOCIATES, INC.·CHARLOTTESVILLE, Virginia

Series 65Clean record34 years registeredMANGHAM ASSOCIATES, INC.

1434 ROLKIN COURT, CHARLOTTESVILLE, VA 22911CRD# 2199463Firm CRD# 106300

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joel Rosfjord Mangham · CHARLOTTESVILLE, VA

Registration

CRD #2199463 · MANGHAM ASSOCIATES, INC. · 34 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MANGHAM ASSOCIATES, INC.

HERITAGE WEALTH ADVISORS

Oct 2023 – Jan 2025

RICHMOND, VA

MANGHAM ASSOCIATES, INC.

Mar 1992 – Oct 2023

CHARLOTTESVILLE, VA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 5, 1992

Years registered · 34

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MANGHAM ASSOCIATES, INC.

CRD 106300 · SEC 801-45852

AUM

$840M

Regulatory assets under management

Employees

27 client accounts

Services offered by MANGHAM ASSOCIATES, INC.

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at MANGHAM ASSOCIATES, INC. →

Introduction

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Frequently Asked Questions

What services does Joel Rosfjord Mangham offer?

Joel Rosfjord Mangham specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory.

What are Joel Rosfjord Mangham's credentials?

Joel Rosfjord Mangham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joel Rosfjord Mangham located?

Joel Rosfjord Mangham is based in CHARLOTTESVILLE, Virginia, last registered with MANGHAM ASSOCIATES, INC..

How does Joel Rosfjord Mangham charge for services?

Joel Rosfjord Mangham's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MANGHAM ASSOCIATES, INC.?

MANGHAM ASSOCIATES, INC. has approximately 10 employees and manages $840M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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