Charles Manning & Associates, Inc.

Overview

Charles Manning & Associates, Inc. is a state registered investment adviser based in Bala Cynwyd, PA, registered since 1996. It reports $70.3M in assets under management across 19 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$70.3M

Discretionary

98%

Accounts

19

Average account

$3.7M

Employees

1

Advisory reps

1

Registered since

1996

Jurisdictions

2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 1 of 1

• Charles Robert Manning Jr President CRD 1250589

Advisory reps 1 of 1

• Charles Robert Manning Jr. Investment Adviser Rep CRD 1250589

Location

Headquarters

2 Bala Plz Ste 300
Bala Cynwyd, PA 19004

County

Montgomery

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

Northeast

Registrations

• State registered
• Registered in 2 jurisdictions

Every state, with registration dates

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