Investment adviser · CRD 131650

MANHATTAN WEALTH ADVISORS, INC.

Investment adviser filing (IA)

MANHATTAN BEACH, CA, United States · Form ADV filed Mar 23, 2015

Regulatory AUM
$134M
Form ADV · Item 5.F
Client accounts
132
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 23, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets

Principal office

1230 ROSECRANS AVENUE #620, MANHATTAN TOWERS
MANHATTAN BEACH, CA, 90266, United States

CRD 131650

Filing source

Form ADV 883419 · Mar 23, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.