Manning & Napier Advisory Advantage Company, LLC (Fairport)

Name: Manning & Napier Advisory Advantage Company, LLC
Address: 290 Woodcliff Drive, Fairport, NY, 14450
Telephone: 585-325-6880

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. Hourly charges are usually charged for consulting work and special projects. 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

Name	Entity	Date acquired	Ownership	Employer ID
William Manning	Owner	1 Jul 1990	50% - 75%	1552093
Charles Howard Stamey	Managing director, client relations	1 Mar 2003	Other	2378503
Beth Hendershot Galusha	Treasurer	1 Mar 2003	Other	2047793
B Reuben Auspitz	Chairman/ chief compliance officer	1 Sep 2004	Other	1898690
Richard Butler Yates	Corporate secretary	1 Aug 2009	Other	5623893
Patrick Cunningham	Chief executive officer	1 Jun 2010	Other	1688930
James Edward Mikolaichik	Chief financial officer	1 Sep 2011	Other	5047043
Llc Manning & Napier Group	Owner	1 Oct 2011	75% - 100%	45-3328488
B Reuben Auspitz	Chief compliance officer	1 Oct 2011	Other	1898690
Beth Hendershot Galusha	Treasurer	1 Oct 2011	Other	2047793
Patrick Cunningham	Chief executive officer	1 Oct 2011	Other	1688930
Charles Howard Stamey	Managing director, client relations	1 Oct 2011	Other	2378503
Richard Butler Yates	Corporate secretary	1 Oct 2011	Other	5623893
James Edward Mikolaichik	Chief financial officer	1 Oct 2011	Other	5047043

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc Manning & Napier	Sole managing member	1 Jun 2011	Other	45-2609100
William Manning	Managing member	1 Jun 2011	50% - 75%	1552093
William Manning	Member	1 Oct 2011	Other	1552093
Inc Manning & Napier	Member	1 Oct 2011	75% - 100%	45-2609100
Llc M&N Group Holdings	Member	1 Oct 2011	75% - 100%	45-3776245

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.