Manarin Investment Counsel Ltd (Omaha)

Name: Manarin Investment Counsel Ltd
Address: 505 N 210 Th Street, Omaha, NE, 68022
Telephone: 402-330-1166

Manarin Investment Counsel Ltd is a large advisory firm based in Omaha. It manages $235.33 million of regulatory assets for 1,865 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 6 other states.

Manarin Investment Counsel provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Manarin Investment Counsel: assets under management

The assets under management (AUM) of Manarin Investment Counsel Ltd is $235.33 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $235.33 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $126.18 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Manarin Investment Counsel Ltd for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Manarin Investment Counsel Ltd

Roland Renato Manarin has been acting as President since 1 Aug 1983. Dawn Marie Claussen joined the executive team most recently as the Chief Compliance Officer, Chief Operations Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Roland Renato Manarin	President	1 Aug 1983	75% - 100%	843410
Roland Renato Manarin	President, treasurer (acquired 10/2012), secretary (acquired 12/2014)	1 Jun 1989	75% - 100%	843410
Deborah Lynn Koch	Chief operating officer and chief compliance officer as of 08/2004	1 Mar 2004	Other	3079185
Deborah Lynn Koch	Chief compliance officer	1 Aug 2004	Other	3079185
Aron David Huddleston	Vice president	1 Oct 2005	Other	4201677
Ann Manarin Huddleston	Treasurer	1 Oct 2005	Other	5064604
Christopher James Wigington	Chief operating officer	1 Dec 2009	Other	2992199
Dennis Gerard Peatrowsky	Chief compliance officer	1 Sep 2013	Other	2390168
Bradley Scott Grubb	Managing director	1 Jun 2014	Other	1732734
Dawn Marie Claussen	Chief compliance officer, chief operations officer	1 Jul 2015	Other	5445747

Based in Omaha

The principal office where Manarin Investment Counsel Ltd performs its advisory services is located at 505 N 210 Th Street, Omaha, NE 68022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 402-330-1166 or by fax 402-333-4297. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at manarin.com.