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CHARLES MANNING & ASSOCIATES, INC.
CRD 114359
TWO BALA PLAZA, SUITE 300, BALA CYNWYD, PA, 19004-1501, United States
Phone
610-578-0750
Fax
610-578-0756
Registration
— (—)
Source
State registered
Total AUM
$70.3M
Discretionary AUM
$68.7M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-05
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $1.5M |
| High net worth individuals | 16 | $68.8M |
Official SEC filing: View on IAPD