NetworkยทVenture Capital

Pfg Advisors

Unclaimed

๐Ÿ“ PHOENIX, AZ

Venture Capitalfinancial servicesbusiness services
www.mansellcapmgmt.com/ โ†—

SEC CRD #801-80797

About

Home | Mansell Capital Management (510) 697-7893 Mansell Capital Management Mansell Capital Management is an independent wealth management firm. The independent part is essential because it allows us to provide unbiased financial advice. We are not tied to any organization or program - we don t work for them. We work for you. Because it s your financial future, you will always be at the forefront of our consulting efforts. Our independence allows us to scour the capital markets and find the planning solutions and investment vehicles that are completely aligned with your individual needs. First, we will help you develop a plan by listening to you and learning about your financial objectives. With us, it s all about you and your family - your aspirations, goals, and dreams. Then, we ll get you started on the right track, monitor our progress together, and make adjustments as necessary. We ll be there with you every step of the way. It s both our privilege and our mission to help you realize your lifetime financial goals. Learn more About the Founder After completing his M.S degree in Finance in 1998 and earning the prestigious Certified Financial Planner designation in 1999, Tim began his financial advisory career with Merrill Lynch Global Wealth Management. At Merrill Lynch, Tim specialized in advising senior corporate executives on customized employee stock options strategies. He continued his career as a CFP professional at Chase Wealth Management and Wells Fargo Advisors wh

Key Contact

JJ

JUSTIN JOLLY

CCO

๐Ÿ“ž (800) 405-8850

๐Ÿ”’ Sign up for free to view key contact information

Sign up free โ†’
โ„น

This profile has not yet been verified by the firm. Information may be incomplete or outdated. Claim this profile to take control of your listing.

AUM

$3.3B

Location

PHOENIX, AZ

Is this your firm?

Claim this profile to complete your information, set investment criteria, and start receiving curated deal flow from sponsors on DEALITHIC.