Overview
Assets Under Management: $224 million
Headquarters: HORSHAM, PA
High-Net-Worth Clients: 56
Average Client Assets: $1.1 million
Frequently Asked Questions
MAGIS FINANCIAL PARTNERS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #121445), MAGIS FINANCIAL PARTNERS is subject to fiduciary duty under federal law.
MAGIS FINANCIAL PARTNERS is headquartered in HORSHAM, PA.
MAGIS FINANCIAL PARTNERS serves 56 high-net-worth clients according to their SEC filing dated November 20, 2018. View client details ↓
According to their SEC Form ADV, MAGIS FINANCIAL PARTNERS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
MAGIS FINANCIAL PARTNERS manages $224 million in client assets according to their SEC filing dated November 20, 2018.
According to their SEC Form ADV, MAGIS FINANCIAL PARTNERS serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.55%
Average Client Assets: $1.1 million
Total Client Accounts: 196
Non-Discretionary Accounts: 196
Regulatory Filings
CRD Number: 121445
Filing ID: 1252621
Last Filing Date: 2018-11-20 09:43:00