Overview
Assets Under Management: $396 million
Headquarters: DETROIT LAKES, MN
High-Net-Worth Clients: 97
Average Client Assets: $2 million
Frequently Asked Questions
MANN FINANCIAL GROUP 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 #297878), MANN FINANCIAL GROUP is subject to fiduciary duty under federal law.
MANN FINANCIAL GROUP is headquartered in DETROIT LAKES, MN.
MANN FINANCIAL GROUP serves 97 high-net-worth clients according to their SEC filing dated February 03, 2026. View client details ↓
According to their SEC Form ADV, MANN FINANCIAL GROUP offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
MANN FINANCIAL GROUP manages $396 million in client assets according to their SEC filing dated February 03, 2026.
According to their SEC Form ADV, MANN FINANCIAL GROUP 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
Clients
Number of High-Net-Worth Clients: 97
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.79
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,105
Discretionary Accounts: 358
Non-Discretionary Accounts: 747
Regulatory Filings
CRD Number: 297878
Filing ID: 2048434
Last Filing Date: 2026-02-03 09:55:57