Manning & Napier Advisory Advantage Company, LLC (Fairport)


Manning & Napier Advisory Advantage Company, LLC is a large advisory firm based in Fairport. It manages $2.48 billion of regulatory assets for 3,899 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.

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Manning & Napier Advisory Advantage Company provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, publication of newsletters, and see schedule d. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Manning & Napier Advisory Advantage Company: assets under management

The assets under management (AUM) of Manning & Napier Advisory Advantage Company, LLC is $2.48 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2.48 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $635.25 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Manning & Napier Advisory Advantage Company, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Manning & Napier Advisory Advantage Company, LLC

Manning & Napier Advisory Advantage Company, LLC is owned by William Manning. B Reuben Auspitz has been acting as President since 1 Sep 2004. Llc Manning & Napier Group joined the executive team most recently as the Owner.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
William Manning Owner 1 Jul 1990 50% - 75% 1552093
Charles Howard Stamey Managing director, client relations 1 Mar 2003 Other 2378503
Beth Hendershot Galusha Treasurer 1 Mar 2003 Other 2047793
B Reuben Auspitz Chairman/ chief compliance officer 1 Sep 2004 Other 1898690
Richard Butler Yates Corporate secretary 1 Aug 2009 Other 5623893
Patrick Cunningham Chief executive officer 1 Jun 2010 Other 1688930
James Edward Mikolaichik Chief financial officer 1 Sep 2011 Other 5047043
Llc Manning & Napier Group Owner 1 Oct 2011 75% - 100% 45-3328488
B Reuben Auspitz Chief compliance officer 1 Oct 2011 Other 1898690
Beth Hendershot Galusha Treasurer 1 Oct 2011 Other 2047793
Patrick Cunningham Chief executive officer 1 Oct 2011 Other 1688930
Charles Howard Stamey Managing director, client relations 1 Oct 2011 Other 2378503
Richard Butler Yates Corporate secretary 1 Oct 2011 Other 5623893
James Edward Mikolaichik Chief financial officer 1 Oct 2011 Other 5047043

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Inc Manning & Napier Sole managing member 1 Jun 2011 Other 45-2609100
William Manning Managing member 1 Jun 2011 50% - 75% 1552093
William Manning Member 1 Oct 2011 Other 1552093
Inc Manning & Napier Member 1 Oct 2011 75% - 100% 45-2609100
Llc M&N Group Holdings Member 1 Oct 2011 75% - 100% 45-3776245

Based in Fairport

The principal office where Manning & Napier Advisory Advantage Company, LLC performs its advisory services is located at 290 Woodcliff Drive, Fairport, NY 14450, which is also the mailing address of the firm. An additional office of the firm is in St. Petersburg, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 585-325-6880 or by fax 585-399-8059. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.advisoryadvantage.com.