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LINDAHL & MANSAGER INC

CRD 107111File 801-114168
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$213.7M
Below cohort median (national)
Discretionary AUM
$213.7M
Clients
281
771 accounts
Employees
3
Below cohort median in OH

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
CHRO
Registration date
Oct 22, 2018
Principal office
3075 SMITH ROAD, SUITE 103, FAIRLAWN, OH, 44333
Phone
330-665-0655
Website
Not reported

Assets & accounts

ADV Item 5F
Total regulatory AUM
$213.7M
Discretionary AUM
$213.7M
Non-discretionary AUM
$0
Discretionary accounts
771
Non-discretionary accounts
0
Total accounts
771
AUM per client
$760K

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals87$140.9M
Individuals (other than high net worth individuals)194$72.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.