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Building 2MANN FINANCIAL GROUP

Map pinDETROIT LAKES, MN
Phone(218) 844-9109
NotebookSEC #801-114944
Total AUM
$395.5M
Employees
5
Clients
597

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
613 HWY 10 E
DETROIT LAKES
MN 56501
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
(218) 844-9109

ReceiptFinancials

Total AUM
$395.5M
Accounts
1,105
Discretionary
$336M
Accounts
358
Non-Discretionary
$59.5M
Accounts
747

ContactClients

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Individual Clients
488
AUM
$131.5M
HNW Individual Clients
97
AUM
$196.9M
Pension/Profit Sharing Plan Clients
6
AUM
$59.5M
Charitable Organization Clients
6
AUM
$7.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMNNDTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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