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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-02-2016
- Office Locations
- 2
Office Locations
About Mann Advisory Services, LLC
Mann Advisory Services, LLC is a retail-focused advisory in Evans, GA providing investment management and financial planning, including building portfolios and managing existing accounts such as 401(k) and other retirement plans. The firm also operates as an independent insurance agency (health/Medicare, life, property & casualty) and offers tax preparation and e-filing for individuals and small businesses. Custody includes Charles Schwab.
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Owner & Executives
Keenan Darrell Mann
Agency Owner, Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #6617943
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Chad Player Cook
Business Analyst, Investment Advisor
- CRD
- #7284926
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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