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MANN FINANCIAL GROUP
Legal name: MANN FINANCIAL SERVICES, INC.
CRD 297878File 801-114944
APPROVED
Retail clients
Filing as of Feb 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$395.5M
Below cohort median (national)
Discretionary AUM
$336.0M
Non-discretionary $59.5M
Clients
597
1,105 accounts
Employees
5
Below cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 5, 2019
- Principal office
- 613 HWY 10 E, DETROIT LAKES, MN, 56501
- Phone
- (218) 844-9109
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $395.5M
- Discretionary AUM
- $336.0M
- Non-discretionary AUM
- $59.5M
- Discretionary accounts
- 358
- Non-discretionary accounts
- 747
- Total accounts
- 1,105
- AUM per client
- $663K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 6 | $7.5M |
| High net worth individuals | 97 | $196.9M |
| Pension and profit sharing plans | 6 | $59.5M |
| Individuals (other than high net worth individuals) | 488 | $131.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.