MANN FINANCIAL GROUP

RIASEC RegisteredEst. 2019
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, SEC-registered RIA that operates as a fee-based adviser charging a percentage of AUM. The firm is owner-operated and positions itself as a capital allocator for both individual/family and institutional clients. Advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of third‑party advisers. The firm also operates as an insurance broker. Mann Financial Group registered with the SEC in 2019 and does not identify as an active ESG investor or a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

    Financial PlannerCRD 5184687

  • KEVIN MANN

    OwnerCRD 2005805

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 22

Active vs passive

$106M in ETFs

Passive

90%

$95.5M

Active

10%

$10.8M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$39.2M59,97836.85%

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth