DBA: PAUL MANNERS & ASSOCIATES, INC.
| Total AUM | $349.5M |
| Discretionary | $251.5M72% of AUM |
| Non-Discretionary | $98.0M |
| Client Accounts | 402 |
| Avg Account Size | $869K |
| Employees | 3 |
| Peak AUM | $442.9MSep 2001 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $350M | +3.7% | +0.2% | +3.8% | |
| Discretionary AUM | $251M | ||||
| Total AUM | $349.5M |
| Discretionary | $251.5M |
| Employees | 3 |
| Client Accounts | 402 |
| Client Range | 0 |
Address
3901 ROSWELL ROAD
MARIETTA GA 30062
Phone
404-231-8611
Filing History
54 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$251M
72.0% of AUM
Non-Discretionary
$98M
28.0% of AUM
Disc. mix ▼ 10.3pp vs 1 year ago
Custody
No related registrations reported
| -0.9% /yrover 24 yrs · 54 filings |
Total AUM
$350M
| 9.3% |
| +0.5% |
| +2.2% |
| Non-Disc. AUM | $98M | +64.1% | 0.3% | +9.0% |
| Total Accounts | 402 | 0.7% | +1.0% | +6.2% |
| Avg Account Size | $869,484.754 | +4.4% | 0.7% | 2.2% |
| Employees | 3 | 0.0% | 14.9% | 5.3% |
| AUM / Employee | $117M | +3.7% | +17.8% | +9.7% |
Client AUM Segments | |||||
| Wealth AUM | $339M | +11.0% | 0.7% | +3.2% | |
| Institutional AUM | $11M | 66.5% | — | — | |
Client Count Segments | |||||
| HNW Clients | 79 | 27.5% | 28.0% | 22.1% | |
| Institutional | 8 | 61.9% | — | — | |
| Individuals | 105 | 2.8% | — | — | |