T. Mann Financial
Firm details
- Headquarters
- ,
- CRD number
- 332461
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI49.78%
- Individuals30.31%
- Pension & Profit Sharing Plans10.25%
- Corporations / Businesses9.66%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
T. Mann Financial is an independent, privately owned registered investment advisor operating as a corporation. The firm acts as a capital allocator for both individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting, and manager selection. It also functions as an insurance broker and charges fees on a percentage-of-AUM basis in addition to offering hourly and fixed-fee arrangements. Filings indicate the adviser integrates environmental, social and governance considerations into its investment approach.
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 Equities78%
- Public Funds/Mutual Funds22%
Contacts
2 of 2
Todd Mann
Financial planning and InvestmentCRD 7038734
Ga I Park
PartnerCRD 7962190
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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