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- Custodian
- Charles Schwab & Company · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Unison
- Established Date
- 03-22-1979
- Office Locations
- 1
Office Locations
About Paul Manners & Associates, Inc.
Paul Manners & Associates, Inc. is an SEC-registered investment manager serving institutions—corporations, pension plans, endowments, foundations and public funds—as well as high-net-worth individuals. The firm builds customized equity, fixed income and balanced portfolios, setting goals with clients and performing regular portfolio reviews. Operates across retail and institutional channels and works with custodians such as Schwab and Merrill Lynch.
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Owner & Executives
JASON PETER KNOPE MR.
Chief Compliance Officer, Managing Partner
- CRD
- #4551977
- Ownership
- 75% or more
LARRY PAUL FORBUS MR.
Managing Member
- CRD
- #1123135
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $251,494,770 | $1,359,431 |
| Non-Discretionary | $98,038,101 | $451,788 |
| Total | $349,532,871 | $869,485 |
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Separately Managed Accounts
Total SMA Asset: $349,532,871
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $836,973,802 | 11.0% |
| Public Funds | $783,711,833 | 10.3% |
| Cash | $1,544,597,108 | 20.3% |
| Corporate - Investment Grade | $1,453,290,875 | 19.1% |
| Municipal Bonds | $1,552,205,960 | 20.4% |
| U.S. Government/Agency | $1,438,073,169 | 18.9% |
| Total | $7,608,852,747 | 100.0% |