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$28.0M Total AUM
$26.8M Disc. AUM
-- 3Y CAGR
2 Employees
70 ADV. Clients
7 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2019
- Office Locations
- 2
Office Locations
2958 Fenya ST Springfield OR
-- Springfield OR
About T. Mann Financial
T. Mann Financial is a Springfield-based RIA with 2 offices. The firm has been operating for 7 years. Managing $28.0M in total assets under management, with 2 advisory representatives. They custody assets with Altruist and Charles Schwab & Company.
Team overview
38 AVG AGE
$14.0M AVG AUM / ADVISOR
$399.8K AVG AUM / CLIENT
4.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
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Investment Vehicles
Available
Services
Available
Owner & Executives
G
Ga I Park
PARTNER
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
Todd Justin Mann
Chief Compliance Officer, Insurance Agent, Managing Partner
- CRD
- #7038734
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,756,534 | -- |
| Non-Discretionary | $1,228,128 | -- |
| Total | $27,984,662 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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