MANN ADVISORY SERVICES, LLC

Overview

Mann Advisory Services operates as a small, independent registered investment adviser focused on individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with brokerage and insurance distribution capabilities, which allows it to mix fee-based asset management with product sales such as annuities. Its stated investment preference is equities, with most client assets concentrated in exchange-traded publicly listed securities. Mann Advisory charges clients on a percentage-of-AUM and fixed-fee basis and does not position itself as an institutional pension consultant or multi-state advisory network.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices