RIA Intel›Advisers›Minnesota›MANN FINANCIAL SERVICES, INC.

MANN FINANCIAL SERVICES, INC.

Advisory

N·DETROIT LAKES, MN

Data as of Feb 3, 2026 · Source: SEC Form ADV

Total AUM

$396M

1-Year AUM Growth

+25.9%

3-Year CAGR

+17.9%

Employees

2

Assets Under Management

Total AUM$396M

Discretionary AUM$336M

Non-Discretionary AUM$60M

Discretionary %84.9%

Total Clients484

Team

Total Employees2

Investment Advisers5

Employee Growth (1Y)—

Filing History

Total Filings on Record13

First FilingMar 5, 2019

Latest FilingFeb 3, 2026

🔒 Full AUM trend chart and 13 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MANN FINANCIAL SERVICES, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.