Overview
Assets Under Management: $106 million
High-Net-Worth Clients: 38
Average Client Assets: $2.0 million
Frequently Asked Questions
MANA FINANCIAL LIFE DESIGN is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #298277), MANA FINANCIAL LIFE DESIGN is subject to fiduciary duty under federal law.
MANA FINANCIAL LIFE DESIGN serves 38 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, MANA FINANCIAL LIFE DESIGN offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
MANA FINANCIAL LIFE DESIGN manages $106 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, MANA FINANCIAL LIFE DESIGN serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.90%
Average Client Assets: $2.0 million
Total Client Accounts: 470
Discretionary Accounts: 470
Regulatory Filings
CRD Number: 298277
Filing ID: 2089436
Last Filing Date: 2026-03-31 14:16:07