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Paul Manners & Associates, Inc.

EST. AUM
$391,677,061

CONTACTS
2

CLIENT ACCOUNTS
466

Firm Details

Metro area Atlanta
CRD Number 110996
Website paulmanners.net
Client types

Overview

Paul Manners & Associates, Inc. is an SEC-registered investment advisory firm founded in 1978. For over 45 years, the firm has provided bespoke wealth management services to a range of clients, including high-net-worth individuals, corporations, pension plans, endowments, and foundations. Their philosophy centers on a customized fiduciary approach, where portfolios are designed to match the unique wealth management goals and risk profiles of each client rather than utilizing standardized models.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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