Overview
Assets Under Management: $361 million
Headquarters: FORT MYERS, FL
High-Net-Worth Clients: 92
Average Client Assets: $4 million
Frequently Asked Questions
MNS FINANCIAL MANAGEMENT, L.L.C. 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 #116604), MNS FINANCIAL MANAGEMENT, L.L.C. is subject to fiduciary duty under federal law.
MNS FINANCIAL MANAGEMENT, L.L.C. is headquartered in FORT MYERS, FL.
MNS FINANCIAL MANAGEMENT, L.L.C. serves 92 high-net-worth clients according to their SEC filing dated August 20, 2024. View client details ↓
According to their SEC Form ADV, MNS FINANCIAL MANAGEMENT, L.L.C. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
MNS FINANCIAL MANAGEMENT, L.L.C. manages $361 million in client assets according to their SEC filing dated August 20, 2024.
According to their SEC Form ADV, MNS FINANCIAL MANAGEMENT, L.L.C. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 92
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.29
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 988
Discretionary Accounts: 90
Non-Discretionary Accounts: 898
Regulatory Filings
CRD Number: 116604
Last Filing Date: 2024-08-20 00:00:00
Website: https://marquiswealthgroup.com