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| Happy Holidays!! thanks for using AUM13F!! |
| Mann Financial Services Inc
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| CRD # | 297878 |
| SEC # | 801-114944 |
| CIK # | |
| AUM | $335.2 M (2025-01-29) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 218-844-9109 |
| Address | 613 Hwy 10 E Detroit Lakes, MN 56501 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 470 | 250.8 |
| (b) Individuals (high net worth individuals) | 4 | 22.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 56.2 |
| (h) Charitable organizations | 4 | 5.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 484 | 335.2 |
| By Discretionary | ||
| Discretionary | 478 | 279.0 |
| Non-Discretionary | 6 | 56.2 |
| Total | 484 | 335.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 335.2 | |
| Total | 484 | 335.2 |
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|---|---|---|
|
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|
0.3 | |
|
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MA | 0.3 |
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|
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|
0.3 | |
|
Skyline Advisors Inc
✚
|
WA | 0.3 |
|
Erben Associates LLC
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|
TX | 0.3 |
|
Hidden Cove Wealth Management LLC
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|
WA | 0.3 |
|
Dravo Bay LLC
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|
DE | 0.3 |
|
Heritage Financial LLC
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|
VA | 0.3 |
|
Greykasell Wealth Strategies Inc
✚
|
CA | 0.3 |