Paul Manners & Associates, Inc.
Firm details
- Headquarters
- Marietta, Georgia
- CRD number
- 110996
- Registered since
- March 22, 1979
- Website
- paulmanners.net
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI81.71%
- Individuals10.24%
- Corporations / Businesses6.09%
- Charitable Organizations1.96%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Paul Manners & Associates, Inc. is an independent registered investment adviser that has been SEC-registered since 1979 and is owned by an individual. The firm serves both individuals and families as well as institutional clients, offering portfolio management for private individuals, small businesses, and other organizations. Its fee arrangements include percentage-of-AUM billing and fixed fees. The adviser does not identify as an active ESG investor and is not classified as a multi-state adviser or pension consultant in the available data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities52%
- Public Funds/Mutual Funds38%
- Cash & Cash Equivalents4%
- US Government Bonds3%
- State & Local Bonds2%
Contacts
2 of 2Jason Knope
Senior PartnerCRD 4551977
Larry Forbus
PresidentCRD 1123135
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Marietta, GA
Cobb
Location
Marietta, GA
Headquartered in Marietta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Cobb
- Address
- 3901 Roswell Rd
- Time zone
- ET (UTC-5)
- Office locations
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