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| Keyboard |
| MNS Financial Management LLC
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|---|---|
| CRD # | 116604 |
| SEC # | 801-60851 |
| CIK # | |
| AUM | 489.2 M (2026-04-24) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 7 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
|
MD | 490.8 M |
|
Redstone Advisors Inc
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KS | 490.6 M |
|
Cypress Financial Planning LLC
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NJ | 490.4 M |
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Tim Looney Investments LLC
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FL | 490.3 M |
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Daher Capital Group LLC
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|
Postrock Partners LLC
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|
Acorn Creek Capital LLC
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CO | 488.7 M |
|
Register Financial Advisors LLC
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GA | 488.5 M |
|
Objectivity Squared LLC
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|
SC | 487.8 M |
|
44 Wealth Management LLC
✚
|
OR | 487.4 M |