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, individually owned registered investment adviser that registered with the SEC in 2019. The firm operates as a capital allocator and serves both individual/family and institutional clients, charging fees based on a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Mann Financial Group also operates as an insurance broker. The firm is not positioned as an active ESG investor.
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 2
Brian Mann
Financial PlannerCRD 5184687
Kevin Mann
OwnerCRD 2005805
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 35Active vs passive
$122M in ETFs
93%
$113M
7%
$8.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $49.6M | 64,779 | 40.67% |
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
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