Manning & Napier Advisory Advantage Company, LLC (Fairport)

Manning & Napier Advisory Advantage Company, LLC is a large advisory firm based in Fairport. It manages $2.48 billion of regulatory assets for 3,899 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.

Manning & Napier Advisory Advantage Company provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, publication of newsletters, and see schedule d. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Manning & Napier Advisory Advantage Company: assets under management

The assets under management (AUM) of Manning & Napier Advisory Advantage Company, LLC is $2.48 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.48 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $635.25 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Manning & Napier Advisory Advantage Company, LLC for their services and products based on a percentage of assets under management and hourly charges. 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.

Careers at Manning & Napier Advisory Advantage Company, LLC

Manning & Napier Advisory Advantage Company, LLC is owned by William Manning. B Reuben Auspitz has been acting as President since 1 Sep 2004. Llc Manning & Napier Group joined the executive team most recently as the Owner.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 5 indirect owners.

Based in Fairport

The principal office where Manning & Napier Advisory Advantage Company, LLC performs its advisory services is located at 290 Woodcliff Drive, Fairport, NY 14450, which is also the mailing address of the firm. An additional office of the firm is in St. Petersburg, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 585-325-6880 or by fax 585-399-8059. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.advisoryadvantage.com.

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