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Home > Retirement Planners > georgia > atlanta > PAUL MANNERS & ASSOCIATES, INC.
PAUL MANNERS & ASSOCIATES, INC.
2300 Windy Ridge Parkway, Se
Suite 375 South
Atlanta, Georgia 30339
Tel: 404-231-8611
About PAUL MANNERS & ASSOCIATES, INC.
PAUL MANNERS & ASSOCIATES, INC, formally registered with the SEC as PAUL MANNERS & ASSOCIATES, INC. The firm was established in 03/22/1979. They have over 1 offices throughout the country.
PAUL MANNERS & ASSOCIATES, INC. is a Atlanta, Georgia based Financial Planning firm with nearly $337,159,657 assets under management, offering retirement planning & investment advisory services to 405 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110996 |
| SEC# | 801-14470 |
| Assets Managed by Firm | $337,159,657 |
| No. of Clients | 405 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 405 | $337,159,657 |
| Individuals (other than high net worth individuals) | 109 | $28,864,502 |
| High net worth individuals | 108 | $276,389,783 |
| Charitable organizations | 3 | $7,066,539 |
| Corporations or other businesses | 18 | $24,838,833 |
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