Mann Financial Group

Overview

Mann Financial Group is an independent registered investment adviser organized as a corporation and controlled by an individual owner. The firm provides fee-based wealth management and financial planning, serving both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting. Mann also operates as an insurance broker and identifies itself as a capital allocator that can place client capital with third-party managers. The firm charges a percentage-of-assets fee and has been SEC-registered since 2019. Mann does not identify as an active ESG investor and is not designated as a multi-state adviser in the provided data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices