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MANN FINANCIAL GROUP
MANN FINANCIAL SERVICES, INC.
CRD 297878 · SEC 801-114944
613 HWY 10 E, DETROIT LAKES, MN, 56501, United States
Phone
(218) 844-9109
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$395.5M
Discretionary AUM
$336.0M
Team
5 total employees; 2 advisory reps
Clients
More than 500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 488 | $131.5M |
| High net worth individuals | 97 | $196.9M |
| Pension/profit sharing plans | 6 | $59.5M |
| Charitable organizations | 6 | $7.5M |
States served
MN, ND, TX, FL
All web addresses on file
Official SEC filing: View on IAPD