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MANNING & NAPIER ADVISORS, LLC

290 Woodcliff Drive
Fairport, New York 14450
Tel: 585-325-6880

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About MANNING & NAPIER ADVISORS, LLC

MANNING & NAPIER ADVISORS, LLC, formally registered with the SEC as MANNING & NAPIER ADVISORS, LLC. The firm was established in 06/04/1975. They have over 4 offices throughout the country.

MANNING & NAPIER ADVISORS, LLC is a Fairport, New York based Financial Planning firm with nearly $18,487,109,261 assets under management, offering retirement planning & investment advisory services to 4447 clients. The firm is staffed with 223 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#105992
SEC#801-10733
Assets Managed by Firm$18,487,109,261
No. of Clients4447
No. of Advisors223

Fee Structure

  • A percentage of AUM
  • Other (MNA MAY NEGOTIATE THE FEE FOR CUSTOMIZED PORTFOLIOS AND SERVICES)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Publication of periodicals and newsletters
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total4447$18,487,109,261
Individuals (other than high net worth individuals)1601$899,426,504
High net worth individuals1504$4,841,471,678
Pension and profit sharing plans190$3,364,288,717
Charitable organizations126$1,479,720,316
Other investment advisers2$6,811,082
Corporations or other businesses147$1,133,612,452

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