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.
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 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.
William Mann Prizer has been acting as President since 1 May 1989. William M. Prizer joined the executive team most recently as the President.
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.
You can reach the main office by calling the phone number 603-881-5633 or by fax 603-595-6405. The normal business hours are 9am 5pm on Monday - Friday.