MANNION MONEY ADVISORY

Overview

Mannion Money Advisory is an owner-operated LLC that provides financial planning and portfolio management services targeted at individuals and small businesses. The firm reports a fee model that combines a percentage of assets under management with hourly and fixed fees, indicating flexibility to serve both ongoing advisory relationships and one-off planning engagements. Its filing classifies the business as unclassified and notes the adviser is not a capital allocator, not an active ESG investor, and not structured as a multi-state or pension-consulting adviser. Investment activity is modest in scale and centers on publicly traded securities, with a clear preference for equities. The adviser does not list relationships with third-party alternative asset managers; instead it appears to rely on exchange-traded equities and mutual funds to build client portfolios. Custody is concentrated at Charles Schwab & Co., Inc., which aligns with a liquid, brokerage-centric operating model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices