Mns Financial Management, L.L.C.
● SEC registered since 2002CRD 116604SEC# 801-60851Fort Myers, FL
Reg. AUM
$489.2M
Employees
9
Accounts
955
Location
Fort Myers, FL
Mns Financial Management, L.L.C. assets under management
Mns Financial Management, L.L.C. is an SEC-registered investment adviser based in Fort Myers, FL. The firm has been registered since 2002. It reports $489.2 million in regulatory assets under management and employs 9 people.
Mns Financial Management, L.L.C. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian P O'Connell Control | Member | 25-50% | 2021 |
| Richard Earl Krichbaum Control | President/Managing Member/Chief Compliance Officer | 10-25% | 2021 |
| Susan Kim Sands | Secretary | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Mns Financial Management, L.L.C. manage?
Mns Financial Management, L.L.C. reports $489.2 million in regulatory assets under management on its Form ADV.
How many employees does Mns Financial Management, L.L.C. have?
Mns Financial Management, L.L.C. reports 9 employees.
Where is Mns Financial Management, L.L.C. located?
Mns Financial Management, L.L.C. is based in Fort Myers, FL and has been SEC-registered since 2002.
Does Mns Financial Management, L.L.C. disclose fund performance?
Mns Financial Management, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6208 Whiskey Creek Drive, Fort Myers, FL 33919 |
| Phone | 239-454-1117 |
| Fax | 239-454-0249 |
| Office hours | 8:00a.m.-5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$489.2M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$489.2Mregulatory AUM
Discretionary $82.6MNon-discretionary $406.6M