NM
Nathan Manor, Inc.
Wealth Manager · Small ($100M–$1B)
CRD 343827
·
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ADV data as of Sep 22, 2026
- Regulatory AUM
- $189M
- Discretionary
- $63.3M
- Clients
- 171
- Avg AUM / client
- $1.1M
- Accounts
- 395
- Employees
- 4
AUM over time
$189M
$189M
Aug 27, 2026
Sep 22, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 110 | $44.2M | 23.4% |
| High net worth individuals | 56 | $128M | 67.7% |
| Pension and profit sharing plans | 4 | $14.3M | 7.59% |
| Charitable organizations | 1 | $2.4M | 1.25% |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- LPL Financial $189M (100% of AUM) Sep 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 22, 2026.