Joel
Streeter
Mangham Associates, Inc
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About this Advisor
Joel Streeter is a financial advisor who works out of Charlottesville, Virginia with a total of 5 years of relevant experience. Streeter currently works for Mangham Associates, Inc. During their career, Streeter has held roles at Mangham Associates, Inc, Train Fund Management, Lp and Bny Mellon Investment Mgmt. Streeter maintains a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in Virginia. Mangham Associates, Inc is a registered investment firm operating out of Charlottesville, VA. It has $840 million in assets under management between its 27 client accounts, placing it among the bigger investment advisory firms in the country by assets under management. The firm provides financial advice to 11 charitable organizations. Of its 27 client accounts, 41% are associated with high-net-worth investors who have more than $1 million in investable assets. The company has a number of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial management fees largely are based on the financial services offered. However, fees billed by Mangham Associates, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mangham Associates, Inc Brokerage Details
$840,220,024
10
27
$31,119,260
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Joel Streeter Work History
Joel has been registered as a financial advisor for 5 years.*
Mangham Associates, Inc
Train Fund Management, Lp
Bny Mellon Investment Mgmt
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joel Streeter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mangham Associates, Inc
Charlottesville, VA
Charlottesville, VA
Charlottesville, VA
Charlottesville, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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