William Mann Company, Inc. (Nashua)

William Mann Company, Inc. is a large advisory firm based in Nashua. It manages $116.02 million of regulatory assets for 210 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Massachusetts and New Hampshire.

William Mann Company provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

William Mann Company: assets under management

The assets under management (AUM) of William Mann Company, Inc. is $116.02 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 68% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $116.02 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $552.45 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay William Mann Company, Inc. for their services and products based on a percentage of assets under management. 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 William Mann Company, Inc.

William Mann Prizer has been acting as President since 1 May 1989. William M. Prizer joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William M. Prizer	President	1 May 1989	75% - 100%	xxx-xx-xxxx
William Mann Prizer	President	1 May 1989	50% - 75%	1989522
William Mann Prizer	Compliance officer	1 Oct 2004	50% - 75%	1989522

Based in Nashua

The principal office where William Mann Company, Inc. performs its advisory services is located at 378 Main Street, Nashua, NH 03060, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.