Overview
Assets Under Management: $608 million
Headquarters: SAVANNAH, GA
High-Net-Worth Clients: 115
Average Client Assets: $2.9 million
Frequently Asked Questions
MINIS & COMPANY 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 #145238), MINIS & COMPANY is subject to fiduciary duty under federal law.
MINIS & COMPANY is headquartered in SAVANNAH, GA.
MINIS & COMPANY serves 115 high-net-worth clients according to their SEC filing dated April 24, 2018. View client details ↓
According to their SEC Form ADV, MINIS & COMPANY offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
MINIS & COMPANY manages $608 million in client assets according to their SEC filing dated April 24, 2018.
According to their SEC Form ADV, MINIS & COMPANY serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 115
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.89%
Average Client Assets: $2.9 million
Total Client Accounts: 380
Discretionary Accounts: 380
Regulatory Filings
CRD Number: 145238
Filing ID: 1212070
Last Filing Date: 2018-04-24 11:43:00