CHARLES MANNING & ASSOCIATES, INC.

CHARLES MANNING & ASSOCIATES, INC. of BALA CYNWYD, PA is an SEC-registered investment adviser (CRD 114359). Regulatory assets under management: $70.3M.

Registration

• CRD: 114359
• Type: Registered investment adviser
• Location: TWO BALA PLAZA, SUITE 300, BALA CYNWYD, PA, 19004-1501
• Phone: 610-578-0750
• Latest filing: 2026-03-05
• Regulatory AUM: $70.3M
• Discretionary AUM: $68.7M
• Non-discretionary AUM: $1.6M
• Clients: 1
• Accounts: 19

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 114359 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search