Mana Financial Life Design
Mana Financial Life Design (CRD# 298277) is a financial advisory firm headquartered in , . They manage $54,552,957 in 398 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Mana Financial Life Design
By the Numbers
-
Total Assets Under Management55MILLION
-
Total Number of Accounts398ACCOUNTS
-
Average Account Value$137,068
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NY, TX
Financial Advisors at Mana Financial Life Design
1
Stephanie Bucko (CRD# 5204309) is an Investment Advisor Representative working at Mana Financial Life Design in Glendale, CA and has 1 year of experience in the finance industry.
2
Maria Livadary (CRD# 5179231) is an Investment Advisor Representative working at Mana Financial Life Design in Glendale, CA and has over 17 years of experience in the finance industry.
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