C
CRD: 114359
Charles Manning & Associates, Inc.
Bala Cynwyd, PA, 19004
6105780750
$70.3M Total AUM
$68.7M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
30 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Merrill Lynch · Morgan Stanley · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-30-1996
- Office Locations
- 1
Office Locations
TWO Bala Plaza, Suite 300 Bala Cynwyd PA
About Charles Manning & Associates, Inc.
Charles Manning & Associates, Inc. is a Bala Cynwyd-based RIA. The firm has been operating for 30 years. Managing $70.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$70.3M AVG AUM / ADVISOR
$3.7M AVG AUM / CLIENT
30.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age
Insights
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Asset Classes
Zenith catalyst Wave Foundation Summit
Investment Themes
Pioneer
Investment Vehicles
Signal insight
Services
Radial unison Beacon
Owner & Executives
C
CHARLES ROBERT MANNING JR
Managing Director, President
- CRD
- #1250589
- Ownership
- 75% or more
(477) 501-5109
radial.eagle@glaciercapital.com
in linkedin.com/in/meridian-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,691,512 | -- |
| Non-Discretionary | $1,577,842 | -- |
| Total | $70,269,354 | -- |
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Separately Managed Accounts
Total SMA Asset: $70,269,354
Equity - Exchange:
7.2% Corporate - Investment Grade:
20.5% Municipal Bonds:
18.8% Cash:
20.3% Public Funds:
26.0% Corporate - Non-Investment Grade:
7.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $97,879,773 | 7.2% |
| Corporate - Investment Grade | $278,685,465 | 20.5% |
| Municipal Bonds | $255,574,963 | 18.8% |
| Cash | $275,966,582 | 20.3% |
| Public Funds | $353,454,736 | 26.0% |
| Corporate - Non-Investment Grade | $97,879,772 | 7.2% |
| Total | $1,359,441,291 | 100.0% |