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Austin Robert Mangold

1 Year of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
346 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$362.3M

Fee Structure

Minimum Investment:$750K
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Location

6154 Innovation Way, Carlsbad, CA, 92009

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Austin works full-time as a financial professional providing advice to clients. He also dedicates minimal time to selling fixed/traditional insurance products.

Employment History
Current Registrations
Seaside Wealth Management, INC.
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
September 2023 - October 2023 · 1 mo
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.