Minis & Co., Inc. is a large advisory firm based in Savannah. It manages $607.62 million of regulatory assets for 380 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Alabama, Florida, Georgia, and 4 other states.
Minis & Co. 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 Minis & Co., Inc. is $607.62 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 43% since the beginning of its operation, and $2.34 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Minis & Co., Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Keith Shepherd Rainwater is high net worth individuals with 115 clients and $333.54 million of assets under management. Among the 10 most similar advisory firms, Minis & Co. has the 5th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $607.62 million for 258 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.
Minis & Co. doesn't advise any private funds.
The company employs 10 people that are either part- or full-time employees. 20 percent of the employees work as investment advisers or researchers. 5 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.
Keith Shepherd Rainwater has been acting as President since 1 Jul 2013. Raymond Marcus Hrin joined the executive team most recently as the Chief Compliance Officer.
The principal office where Minis & Co., Inc. performs its advisory services is located at 25 Bull Street, Savannah, GA 31401, 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 912-629-6644 or by fax 912-629-6655. The normal business hours are 8:30am-5:00pm on Monday - Friday. You can find more information about the New York firm at minisinc.com.