Cantella & Co., Inc
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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
Years of Experience
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Cantella & Co., Inc Brokerage Details
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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.
Cantella & Co., Inc
Harbor Financial Services, LLC
Curt Mangold has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Cantella & Co., Inc
North Yarmouth, ME