Overview
Assets Under Management: $261 million
Headquarters: LOUISVILLE, KY
High-Net-Worth Clients: 49
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.32
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,074
Discretionary Accounts: 2,070
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 283056
Filing ID: 1968158
Last Filing Date: 2025-03-27 18:34:00
Website: https://magnatewealth.com