|
⚲
|
| MNS Financial Management LLC
✚
|
|
|---|---|
| CRD # | 116604 |
| SEC # | 801-60851 |
| CIK # | |
| AUM | $489.2 M (2026-04-24) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 239-454-1117 |
| Address | 6208 Whiskey Creek Drive Fort Myers, FL 33919 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 198 | 78.4 |
| (b) Individuals (high net worth individuals) | 103 | 386.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 21.6 |
| (h) Charitable organizations | 12 | 2.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 955 | 489.2 |
| By Discretionary | ||
| Discretionary | 120 | 82.6 |
| Non-Discretionary | 835 | 406.6 |
| Total | 955 | 489.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 489.2 | |
| Total | 955 | 489.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Maryland Capital Advisors Inc
✚
|
MD | 0.5 |
|
Redstone Advisors Inc
✚
|
KS | 0.5 |
|
Cypress Financial Planning LLC
✚
|
NJ | 0.5 |
|
Tim Looney Investments LLC
✚
|
FL | 0.5 |
|
Daher Capital Group LLC
✚
|
FL | 0.5 |
|
Postrock Partners LLC
✚
|
KS | 0.5 |
|
Acorn Creek Capital LLC
✚
|
CO | 0.5 |
|
Register Financial Advisors LLC
✚
|
GA | 0.5 |
|
Objectivity Squared LLC
✚
|
SC | 0.5 |
|
44 Wealth Management LLC
✚
|
OR | 0.5 |