Municipal Portfolio Managers, Inc. (Atlanta)
Municipal Portfolio Managers, Inc. is a large advisory firm based in Atlanta. It manages $269.03 million of regulatory assets for 106 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Alabama, Florida, Georgia, Louisiana, and New York.
Municipal Portfolio Managers provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Municipal Portfolio Managers: assets under management
The assets under management (AUM) of Municipal Portfolio Managers, Inc. is $269.03 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Investments
The firm invests in state and local bonds the most. They account for 90% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 10% of the firm’s portfolio.Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Municipal Portfolio Managers, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Chris David Rosenthal serves?
The firm provides services to high net worth individuals and corporations or other businesses. The largest group of clients of Chris David Rosenthal is high net worth individuals with 100 clients and $245.6 million of assets under management. Among the 11 most similar advisory firms, Municipal Portfolio Managers has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $269.03 million for 106 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Municipal Portfolio Managers doesn't advise any private funds.
Careers at Municipal Portfolio Managers, Inc.
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There are 5 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Chris David Rosenthal has been acting as President since 1 Aug 2017. Robin Collart Nealon joined the executive team most recently as the Cco.
Direct owners and executive officers
Based in Atlanta
The principal office where Municipal Portfolio Managers, Inc. performs its advisory services is located at 3500 Lenox Road Ne, Atlanta, GA 30326, 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 404.239.9940 or by fax 404.239.0449. The normal business hours are 8:30 a.m. - 5:30 p.m. on Monday - Friday.
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