Mcmannama & Associates Inc (Omaha)

Mcmannama & Associates Inc is an adviser based in Omaha. It manages $58.87 million of regulatory assets for 70 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Nebraska.

Mcmannama & Associates provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mcmannama & Associates: assets under management

The assets under management (AUM) of Mcmannama & Associates Inc is $58.87 million. The firm's AUM has gone down by -19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $39.43 million in discretionary accounts and $19.44 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $571.49 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $19.44 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Mcmannama & Associates 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 Mcmannama & Associates Inc

John Wayne Mcmannama has been acting as President since 1 Sep 1984. Donald Schonberg joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Wayne Mcmannama	President	1 Sep 1984	50% - 75%	847220
Donald Schonberg	Vice president	1 Oct 1989	50% - 75%	2315421

Based in Omaha

The principal office where Mcmannama & Associates Inc performs its advisory services is located at 444 Regency Parkway Drive, Omaha, NE 68114 3779, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.