|
⚲
|
| Keyboard |
| Mann Financial Services Inc
✚
|
|
|---|---|
| CRD # | 297878 |
| SEC # | 801-114944 |
| CIK # | |
| AUM | 395.5 M (2026-02-03) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | 488 | 131.5 |
| (b) Individuals (high net worth individuals) | 97 | 196.9 |
| (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 | 59.5 |
| (h) Charitable organizations | 6 | 7.5 |
| (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 | 1,105 | 395.5 |
| By Discretionary | ||
| Discretionary | 358 | 336.0 |
| Non-Discretionary | 747 | 59.5 |
| Total | 1,105 | 395.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 395.5 | |
| Total | 1,105 | 395.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Kirtland Financial Management Inc
✚
|
FL | 396.1 M |
|
Poinciana Advisors Group LLC
✚
|
FL | 396.0 M |
|
Galapagos Advisory LLC
✚
|
FL | 395.7 M |
|
Kiker Wealth Management LLC
✚
|
GA | 395.1 M |
|
Quarry Hill Advisors LLC
✚
|
MN | 394.8 M |
|
Gen-Wealth Partners Inc
✚
|
MI | 394.8 M |
|
Hunter Lewis LLC
✚
|
VA | 394.6 M |
|
Cargile Investment Management Inc
✚
|
TX | 394.6 M |
|
The Retirement Planning Company of New England Inc
✚
|
RI | 394.4 M |
|
Vawter Financial Ltd
✚
|
OH | 394.4 M |