Curt
Mangold

Cantella & Co., Inc

CRD#4134495
Investment Advisor
in Cumming, GA

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About this Advisor

Curt Mangold is a financial advisor in Cumming, Georgia. Currently a registered investment advisor at Cantella & Co., Inc, Mangold has 11 years of work experience as a financial advisor. Mangold holds a Series 66 license, which designates them as both a securities agent and an investment advisor representative. Mangold is able to act as a financial advisor in Georgia. Their career trajectory has included roles at Harbor Financial Services, LLC and Cantella & Co., Inc. Cantella & Co., Inc is based out of Cumming, Georgia, and has 118 other offices across the nation. As an advisory firm, Cantella & Co., Inc oversees $2 billion in assets covering 6,281 client accounts and employs more than 244 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the nation. The firm manages 3,708 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Cantella & Co., Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1255 Peachtree Parkway, Suite 4203
Cumming, GA 30041

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Cantella & Co., Inc Brokerage Details

Total Assets Under Management

$1,695,671,774

GA Average: $16,012,751,954
Total Number of Employees

244

GA Average: 118
Total Number of Accounts

6,281

GA Average: 4,567
Average Account Size

$269,968

GA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Curt Mangold Work History

Curt has 12 years of experience.

2015 - Present (5 years)

Cantella & Co., Inc

2008 - 2015 (7 years)

Harbor Financial Services, LLC

Disclosures

Curt Mangold has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cantella & Co., Inc

Sierra James
Littleton, CO
Deborah Galarneau
North Yarmouth, ME
Bryan Rigg
Malden, MA
Joseph Roman
Lakewood, OH
John Sullivan
Malden, MA
John Destefanis
Hingham, MA
Stephen Beaird
Ripley, TN
Harold Hunt
Annapolis, MD

This content was compiled from the SEC and FINRA.

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