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| Happy Holidays!! thanks for using AUM13F!! |
| MNS Financial Management LLC
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| CRD # | 116604 |
| SEC # | 801-60851 |
| CIK # | |
| AUM | $431.5 M (2025-03-25) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 239-454-1117 |
| Address | 6208 Whiskey Creek Drive Fort Myers, FL 33919 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 214 | 76.1 |
| (b) Individuals (high net worth individuals) | 92 | 333.5 |
| (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 | 9 | 19.8 |
| (h) Charitable organizations | 8 | 2.1 |
| (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 | 1,007 | 431.5 |
| By Discretionary | ||
| Discretionary | 95 | 69.8 |
| Non-Discretionary | 912 | 361.6 |
| Total | 1,007 | 431.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 431.5 | |
| Total | 1,007 | 431.5 |
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|---|---|---|
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Oneascent Wealth Management LLC
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AL | 0.4 |
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Trueblood Wealth Management LLC
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OH | 0.4 |
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Vantage Point Financial LLC
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