Manners Paul & Associates, Inc. (Atlanta)

Name: Manners Paul & Associates, Inc.
Address: 2300 Windy Ridge Parkway, Se, Atlanta, GA, 30339
Telephone: 404-231-8611

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.

Manners Paul & Associates: assets under management

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 firm manages $214.57 million in discretionary accounts and $64.8 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.04 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.08 million.

Investments

The firm invests in non-exchange traded securities the most. They account for 40% of the total AUM. The second-largest asset type is state and local bonds, which make up 25% of the firm’s portfolio. Investments in investment grade corporate bonds form 10% of the total invested assets.

Fees & Commissions

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. 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.

What kind of clients Philip Edward Manners serves?

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.

Careers at Manners Paul & Associates, Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Philip Edward Manners	President/director	1 Jul 1990	50% - 75%	2682639
Paul Eddie Manners	Chairman/director	1 Jul 1990	Other	4415940
Larry Paul Forbus	Vice president/director	1 Sep 1990	Other	1123135
David Clarke Craig	Vice president	1 Jan 1995	Other	2070323
Paul Eddie Manners	Chairman emeritus	1 Jul 2001	Other	4415940
Philip Edward Manners	Chairman/ceo	1 Jul 2001	50% - 75%	2682639
Larry Paul Forbus	President/coo	1 Jul 2001	Other	1123135
Mary Parker Spann	Secretary/treasurer	1 Jul 2001	Other	3011593
Jason Peter Knope	Vice president	1 Jun 2002	Other	4551977
The Estate Of Philip Edward Manners	Shareholder	1 Apr 2007	50% - 75%	20-7353048
Larry Paul Forbus	Managing member	1 Feb 2008	Other	1123135
David Clarke Craig	Managing partner/chief compliance officer	1 Feb 2008	25% - 50%	2070323
Jason Peter Knope	Managing partner	1 Feb 2008	25% - 50%	4551977
Jason Peter Knope	Managing partner/chief compliance officer	1 Jun 2010	75% - 100%	4551977

Based in Atlanta

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.