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MANNING & NAPIER ADVISORS, LLC
FAIRPORT, NY
585-325-6880
SEC #801-10733Total AUM
$17B
Employees
195Clients
3,474Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
290 WOODCLIFF DRIVE
FAIRPORT
NY 14450
United States
FAIRPORT
NY 14450
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
585-325-6880
Other Offices
4
Financials
Total AUM
$17B
Accounts
6,965Discretionary
$16.6B
Accounts
4,598Non-Discretionary
$396.5M
Accounts
2,367
Clients
Individual Clients
1,475AUM
$757M
HNW Individual Clients
1,549AUM
$5.1B
Banking Clients
2AUM
$40.9M
Investment Company Clients
1AUM
$4.3B
Pooled Vehicle Clients
3AUM
$958.8M
Pension/Profit Sharing Plan Clients
131AUM
$2.7B
Charitable Organization Clients
148AUM
$1.5B
Government Entity Clients
15AUM
$207.7M
Insurance Company Clients
1AUM
$4.3M
Corporation or Business Clients
109AUM
$1B
Other Clients
40AUM
$503M
Description of Other Clients
UNIONS AND PROPRIETARY SMA ASSETS
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
MNA MAY NEGOTIATE THE FEE FOR CUSTOMIZED PORTFOLIOS AND SERVICES
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 26 business affiliates.
Claimed Affiliates
Reported as an affiliate by 10 other businesses.