Overview
Assets Under Management: $187 million
High-Net-Worth Clients: 42
Average Client Assets: $4 million
Frequently Asked Questions
MANUKA FINANCIAL, LLC 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 #313528), MANUKA FINANCIAL, LLC is subject to fiduciary duty under federal law.
MANUKA FINANCIAL, LLC serves 42 high-net-worth clients according to their SEC filing dated February 27, 2025. View client details ↓
According to their SEC Form ADV, MANUKA FINANCIAL, LLC offers financial planning and portfolio management for individuals. View all service details ↓
MANUKA FINANCIAL, LLC manages $187 million in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, MANUKA FINANCIAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.76
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 207
Discretionary Accounts: 207
Regulatory Filings
CRD Number: 313528
Last Filing Date: 2025-02-27 00:00:00
Website: https://manukafinancial.com