Manners Paul & Associates, Inc. is a large advisory firm based in Atlanta. It manages $279.37 million of regulatory assets for 266 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Georgia.
Manners Paul & Associates provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Manners Paul & Associates, Inc. is $279.37 million. The firm's AUM has gone down by -36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Manners Paul & Associates, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Philip Edward Manners is individuals with 266 clients and $279.37 million of assets under management. Among the 12 most similar advisory firms, Manners Paul & Associates has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $279.37 million for 266 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Manners Paul & Associates doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Philip Edward Manners has been acting as President since 1 Jul 2001. Jason Peter Knope joined the executive team most recently as the Managing Partner/Chief Compliance Officer.
The principal office where Manners Paul & Associates, Inc. performs its advisory services is located at 2300 Windy Ridge Parkway, Se, Atlanta, GA 30339, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 404-231-8611 or by fax 404-231-8588. The normal business hours are 8:30 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at pmanners.com.