Mann Financial Group

RIASEC Registered
Total AUM
$396M
Discretionary
$336M
85% of AUM
Avg account
$358K
Accounts
1,105
Employees
5
Advisory reps
2

Firm details

Headquarters
Detroit Lakes, Minnesota
CRD number
297878
Registered since
April 5, 2019
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI49.79%
  • Individuals33.25%
  • Pension & Profit Sharing Plans15.05%
  • Charitable Organizations1.91%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Mann Financial Group is an independent, individually owned registered investment adviser that registered with the SEC in 2019. The firm operates as a capital allocator and serves both individual/family and institutional clients, charging fees based on a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Mann Financial Group also operates as an insurance broker. The firm is not positioned as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 60%, Exchange Traded Equities 35%, Cash & Cash Equivalents 4%, US Government Bonds 1%60%
  • Public Funds/Mutual Funds60%
  • Exchange Traded Equities35%
  • Cash & Cash Equivalents4%
  • US Government Bonds1%

Contacts

2 of 2
  • Brian Mann

    Brian Mann

    Financial PlannerCRD 5184687

  • Kevin Mann

    Kevin Mann

    OwnerCRD 2005805

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 35

Active vs passive

$122M in ETFs

Passive

93%

$113M

Active

7%

$8.5M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$49.6M64,77940.67%

Location

Primary office

Detroit Lakes, MN

Becker

Location

Detroit Lakes, MN

Headquartered in Detroit Lakes, MN, in the Midwest of the United States.

Region
Midwest
County
Becker
Address
613 Highway 10 E
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth