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Home > Retirement Planners > minnesota > detroit lakes > MANN FINANCIAL GROUP
MANN FINANCIAL GROUP
613 Hwy 10 E
Detroit Lakes, Minnesota 56501
Tel: (218) 844-9109
About MANN FINANCIAL GROUP
MANN FINANCIAL GROUP, formally registered with the SEC as MANN FINANCIAL GROUP. The firm was established in 04/05/2019. They have over 1 offices throughout the country.
MANN FINANCIAL GROUP is a Detroit Lakes, Minnesota based Financial Planning firm with nearly $335,216,246 assets under management, offering retirement planning & investment advisory services to 484 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 297878 |
| SEC# | 801-114944 |
| Assets Managed by Firm | $335,216,246 |
| No. of Clients | 484 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 484 | $335,216,246 |
| Individuals (other than high net worth individuals) | 470 | $250,772,246 |
| High net worth individuals | 4 | $22,551,000 |
| Pension and profit sharing plans | 6 | $56,223,000 |
| Charitable organizations | 4 | $5,670,000 |
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|---|---|---|---|
| $479,793,782,427 | 2284921 | 13903 | |
| $176,091,949,959 | 88 | 77 | |
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