Minis & Company

Minis & Company (CRD# 145238) is a financial advisory firm headquartered in Savannah, GA. They manage $538,511,606 in 278 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    539
    MILLION
  • Total Number of Accounts
    278
    ACCOUNTS
  • Average Account Value
    $1,937,092
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, FL, GA, NY, PA, SC, TX

Financial Advisors at Minis & Company
Showing 1 - 4 of 4 top financial advisors.
1
Mark I. Allen
CRD#: 2410852
25 Bull Street, Suite 502, Savannah, GA 31401
96
Wealthminder
score

Mark Allen (CRD# 2410852) is an Investment Advisor Representative working at Minis & Company in Savannah, GA and has over 17 years of experience in the finance industry. Mark Allen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Brian A. Barker
CRD#: 4263994
200 East Broad Street, Suite 100, Greenville, SC 29601
96
Wealthminder
score

Brian Barker (CRD# 4263994) is an Investment Advisor Representative working at Minis & Company in Greenville, SC and has over 16 years of experience in the finance industry. Brian Barker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Charles A. Williams
CRD#: 2682231
200 East Broad St, Suite 100, Greenville, SC 29601
96
Wealthminder
score

Charles Williams (CRD# 2682231) is an Investment Advisor Representative working at Minis & Company in Greenville, SC and has over 20 years of experience in the finance industry. Charles Williams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
David M. Kirkpatrick
CRD#: 6578390
520 Gervais St, Columbia, SC 29201
90
Wealthminder
score

David Kirkpatrick (CRD# 6578390) is an Investment Advisor Representative working at Minis & Company in Columbia, SC and has 1 year of experience in the finance industry. David Kirkpatrick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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