Michael
Mansur
Org Partners
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About this Advisor
Michael Mansur is a certified financial planner working in Dallas, Texas with a total of 2 years of relevant experience. Mansur currently works for Org Partners. Their career trajectory has included roles at Stifel Nicolaus & Co Inc, Castleview Advanced Planning, Org Partners, Purshe Kaplan Sterling Investments and Castleview Partners, LLC. Mansur maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Indiana and Texas. Org Partners is a financial advisory company headquartered in Roanoke, IN. It has offices in 12 locations and a total of 22 employees. It manages $895 million in assets across its 2,917 customer accounts, making it one of the bigger firms in the country by assets under management. The firm advises one charities and foundations. Of its 2,917 accounts, just 12% belong to high-net-worth individuals who have at least $1 million in investable assets. Org Partners performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees are based on the type of financial services offered. However, fee types charged by Org Partners can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Org Partners Brokerage Details
$894,964,733
22
2,917
$306,810
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Michael Mansur Work History
Michael has been registered as a financial advisor for 2 years.*
Org Partners
Castleview Advanced Planning
Castleview Partners, LLC
Purshe Kaplan Sterling Investments
Stifel Nicolaus & Co Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Mansur to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Org Partners
Roanoke, IN
St Thomas, VI
Roanoke, IN
Roanoke, IN
Brunswick, OH
Dallas, TX
Brunswick, OH
Roanoke, IN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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