MANN FINANCIAL GROUP
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Exchange Traded Equities35%
- Cash & Cash Equivalents4%
- US Government Bonds1%
Contacts
2 of 2BRIAN MANN
Financial PlannerCRD 5184687
KEVIN MANN
OwnerCRD 2005805
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$106M in ETFs
90%
$95.5M
10%
$10.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $39.2M | 59,978 | 36.85% |
Location
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
Similar firms
QUARRY HILL ADVISORS
RIASAINT PAUL, MN
WEBB FINANCIAL GROUP
RIABLOOMINGTON, MN
DUNNAVAN & CO.
RIAMINNEAPOLIS, MN
EXCEL FINANCIAL, LLC
RIARED WING, MN
ADVISORY SOLUTIONS GROUP
RIAPLYMOUTH, MN
DOUGHERTY & ASSOCIATES FINANCIAL ADVISORS, INC.
RIABUFFALO, MN