MINIS & COMPANY
Total AUM
$607.6M
Employees
10Clients
258Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
25 BULL STREET
SUITE 502
SAVANNAH
GA 31401
United States
SUITE 502
SAVANNAH
GA 31401
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Monday - Friday
Phone
912-629-6644
Financials
Total AUM
$607.6M
Accounts
380Discretionary
$607.6M
Accounts
380Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
93AUM
$40.8M
HNW Individual Clients
115AUM
$333.5M
Pension/Profit Sharing Plan Clients
10AUM
$29.1M
Charitable Organization Clients
31AUM
$114.5M
Corporation or Business Clients
9AUM
$89.6M
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALFLGANYPASCTX
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.