J. WILLIAM MANTZ INVESTMENT ADVISORS LLC
CRD #109221 SEC #801-55217 DANVERS, MA 978-777-6300
SEC Registered
Total AUM
$3.9B
Discretionary
$0
Employees
51
Clients
--
Accounts
26
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 1, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FRANCIS, JULIE, ANN | I | OPERATIONS MANAGER | NA | |
| FRANCIS, JULIE, ANN | I | OPERATIONS MANAGER | NA | |
| FRANCIS, JULIE, ANN | I | OPERATIONS MANAGER | NA | |
| FRANCIS, JULIE, ANN | I | OPERATIONS MANAGER | NA | |
| FRANCIS, JULIE, ANN | I | OPERATIONS MANAGER | NA | |
| FRANCIS, JULIE, ANN | I | OPERATIONS MANAGER | NA | |
| FRANCIS, JULIE, ANN | I | OPERATIONS MANAGER | NA | |
| SEGAL, ROBERT, BACON | I | CHIEF INVESTMENT OFFICER | NA | |
| SEGAL, ROBERT, BACON | I | CHIEF INVESTMENT OFFICER | NA | |
| SEGAL, ROBERT, BACON | I | MANAGER/CEO | NA | |
| SEGAL, ROBERT, BACON | I | PORTFOLIO MANAGER | NA | |
| SEGAL, ROBERT, BACON | I | CHIEF INVESTMENT OFFICER | NA | |
| SEGAL, ROBERT, BACON | I | MANAGER/CEO | NA | |
| SEGAL, ROBERT, BACON | I | PORTFOLIO MANAGER | NA | |
| SEGAL, ROBERT, BACON | I | PORTFOLIO MANAGER | NA | |
| SMITH, GREGORY, JAMES | I | SENIOR PORTFOLIO MANAGER | NA | |
| SMITH, MARIANNE | I | CHIEF FINANCIAL OFFICER | NA | |
| MANTZ, J. WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| MANTZ, J. WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| MANTZ, J. WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| MANTZ, J. WILLIAM | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| MANTZ, J. WILLIAM | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | D | Control |
| MANTZ, J. WILLIAM | I | PRESIDENT | D | Control |
| MANTZ, J. WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| MANTZ, J. WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| MANTZ, J. WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| MANTZ, J. WILLIAM | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| MANTZ, ROBERTA, WALLACE | I | MEMBER | D | Control |
| MANTZ, ROBERTA, WALLACE | I | MEMBER | D | Control |
| MANTZ, ROBERTA, WALLACE | I | MEMBER | D | Control |
| MANTZ, ROBERTA, WALLACE | I | MEMBER | D | Control |
| MANTZ, ROBERTA, WALLACE | I | MEMBER | D | Control |
| MANTZ, ROBERTA, WALLACE | I | MEMBER | D | Control |
| MANTZ, ROBERTA, WALLACE | I | MEMBER | D | Control |
| MANTZ, ROBERTA, WALLACE | I | MEMBER | D | Control |
| MANTZ, ROBERTA, WALLACE | I | MEMBER | D | Control |
| MANTZ, ROBERTA, WALLACE | I | MEMBER | D | Control |
Registrations
Federal
IA
Feb 1, 2007 REGISTERED
Address
87 ELM STDANVERS, MA 1923
USA
Phone: 978-777-6300