Mann Financial Group

RIASEC Registered

Total AUM

$396M

Discretionary

$336M

85% of AUM

Avg account

$358K

Accounts

1,105

Employees

Advisory reps

Firm details

Headquarters: Detroit Lakes, Minnesota
CRD number: 297878
Registered since: April 5, 2019
Website: www.mannfinancialmn.com
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 registered investment adviser organized as a corporation and registered with the SEC in 2019. The firm is owned by an individual and positions itself as a capital allocator for both high-net-worth individuals and families as well as select institutional clients. Its primary fee model is a percentage of assets under management, and it combines advisory services with insurance brokerage activities. Advisory capabilities listed by the firm include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of third‑party advisers. The firm reports that it is not an active ESG investor and manages its client relationships without claiming multi‑state adviser status.