A complete list of active advisors currently associated with Mangrove Advisors, LLC

Warmer can help you find a great advisor at Mangrove Advisors, LLC or one who fits your needs even better.

Mangrove Advisors provides personalized financial planning and wealth management to individuals, families, and business owners. Services described in the brochure include cash-flow and retirement planning, estate and insurance reviews, and investment advice covering mutual funds, ETFs, REITs, equities, fixed income and, for eligible clients, private or alternative investments. The firm’s investment approach blends fundamental analysis, passive indexing, and modern portfolio theory with a preference for long-term holdings and only occasional short-term trades. Mangrove Advisors delivers services on a non-discretionary basis, obtaining client approval for each transaction and conducting periodic (at least quarterly) portfolio reviews. Noteworthy aspects include that the firm is a small, recently established state-registered RIA with the principal working full time for the business, and it routinely requires clients to custody assets with institutional custodians and participate in those custodians’ institutional platforms. The firm also offers standalone financial planning and hourly consulting arrangements as alternatives to managed accounts, and it states it may advise on private investments while not providing discretionary management for such holdings.

To learn more about the advisors currently working at Mangrove Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Pablo Sagion	Santa Monica, CA	5

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