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T. MANN FINANCIAL

TODD MANN FINANCIAL SERVICES INC

CRD 332461

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$28.0M

Discretionary AUM

$26.8M

Team

2 total employees; 2 advisory reps; 16 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-06-22

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals43$8.5M
High net worth individuals8$13.9M
Pension/profit sharing plans1$2.9M
Corporations/business entities2$2.7M

All web addresses on file

Official SEC filing: View on IAPD