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MANGOLDS INVESTMENT ADVISORS INC.

Advisory

LANCASTER, PA

Data as of Jul 15, 2026 · Source: SEC Form ADV

Rank in PA

#977

of 1,528 advisers by AUM

Average account

$126K

across 518 accounts

AUM per adviser

$22M

3 advisers

Source: SEC Form ADV. Figures as filed Jul 15, 2026.

Total AUM

$65M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$65M

Discretionary AUM$65M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients518

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNY, PA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

518 clients

36 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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