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Mns Financial Management, L.L.C.

● SEC registered since 2002CRD 116604SEC# 801-60851Fort Myers, FL
Export (members)
Reg. AUM
$431.5M
Employees
9
Accounts
1,007
Location
Fort Myers, FL

Mns Financial Management, L.L.C. assets under management

Mns Financial Management, L.L.C. is an SEC-registered investment adviser based in Fort Myers, FL. The firm has been registered since 2002. It reports $431.5 million in regulatory assets under management and employs 9 people.
www.marquiswealthgroup.comView on SEC.gov ↗

Mns Financial Management, L.L.C. owners & executives

4 reported
NameTitleOwnershipSince
Brian P O'Connell ControlMember25-50%2021
Richard Earl Krichbaum ControlPresident/Managing Member/Chief Compliance Officer10-25%2021
Susan Kim SandsSecretaryUnder 5%2021
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Frequently asked questions

How much does Mns Financial Management, L.L.C. manage?

Mns Financial Management, L.L.C. reports $431.5 million in regulatory assets under management on its Form ADV.

How many employees does Mns Financial Management, L.L.C. have?

Mns Financial Management, L.L.C. reports 9 employees.

Where is Mns Financial Management, L.L.C. located?

Mns Financial Management, L.L.C. is based in Fort Myers, FL and has been SEC-registered since 2002.

Does Mns Financial Management, L.L.C. disclose fund performance?

Mns Financial Management, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6208 Whiskey Creek Drive, Fort Myers, FL 33919
Phone239-454-1117
Fax239-454-0249
Office hours8:00a.m.-5:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$69.8M
Non-discretionary$361.6M
Total (RAUM)$431.5M