Overview
Assets Under Management: $261 million
Headquarters: LOUISVILLE, KY
High-Net-Worth Clients: 49
Average Client Assets: $2 million
Frequently Asked Questions
MAGNATE ADVISORY SERVICES, LLC 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 #283056), MAGNATE ADVISORY SERVICES, LLC is subject to fiduciary duty under federal law.
MAGNATE ADVISORY SERVICES, LLC is headquartered in LOUISVILLE, KY.
MAGNATE ADVISORY SERVICES, LLC serves 49 high-net-worth clients according to their SEC filing dated March 27, 2025. View client details ↓
According to their SEC Form ADV, MAGNATE ADVISORY SERVICES, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
MAGNATE ADVISORY SERVICES, LLC manages $261 million in client assets according to their SEC filing dated March 27, 2025.
According to their SEC Form ADV, MAGNATE ADVISORY SERVICES, LLC 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, 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