PAUL MANNERS & ASSOCIATES, INC.
MANNERS PAUL & ASSOCIATES, INC. Legal Name
Adviser information for PAUL MANNERS & ASSOCIATES, INC. last updated from Form ADV on September 30th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | JUNE |
| Legal Location | Georgia, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 279 | $281.5M |
| Non-Discretionary | 158 | $109.0M |
| Total | 437 | $390.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 105 | $28.6M |
| HNW Individuals | 97 | $320.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 3 | $6.5M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 19 | $34.5M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed fees |
Principal Office
2300 WINDY RIDGE PARKWAY, SESUITE 375 SOUTH
ATLANTA
GA
United States
Monday - Friday, 8:30 AM - 4:00 PM
Tel: 404-231-8611, Fax: 404-231-8588
Websites
Chief Compliance Officer
JASON KNOPE
MANAGING PARTNER/CCO
2300 WINDY RIDGE PKWY, SE
SUITE 375 SOUTH
ATLANTA
GA
United States
Tel:
404-231-8611
Fax:
404-231-8588
J*****@**************T
(Full email address available in API data)
Regulatory Contact
JASON KNOPE
PRESIDENT
2300 WINDY RIDGE PKWY, SE
SUITE 375 SOUTH
ATLANTA
GA
United States
Tel:
404-231-8611
Fax:
404-231-8611
J*****@**************T
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FORBUS, LARRY, PAUL | Individual | – | MANAGING MEMBER | 02/2008 | 10-25% |
| KNOPE, JASON, PETER | Individual | – | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | 06/2010 | > 75% |