Overview
Assets Under Management: $174 million
Headquarters: SENECA, SC
High-Net-Worth Clients: 80
Average Client Assets: $2 million
Frequently Asked Questions
MAGNOLIA FINANCIAL PLANNING SERVICES, INC. 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 #135759), MAGNOLIA FINANCIAL PLANNING SERVICES, INC. is subject to fiduciary duty under federal law.
MAGNOLIA FINANCIAL PLANNING SERVICES, INC. is headquartered in SENECA, SC.
MAGNOLIA FINANCIAL PLANNING SERVICES, INC. serves 80 high-net-worth clients according to their SEC filing dated July 08, 2024. View client details ↓
According to their SEC Form ADV, MAGNOLIA FINANCIAL PLANNING SERVICES, INC. offers financial planning and portfolio management for individuals. View all service details ↓
MAGNOLIA FINANCIAL PLANNING SERVICES, INC. manages $174 million in client assets according to their SEC filing dated July 08, 2024.
According to their SEC Form ADV, MAGNOLIA FINANCIAL PLANNING SERVICES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 80
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.87
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 257
Discretionary Accounts: 257
Regulatory Filings
CRD Number: 135759
Last Filing Date: 2024-07-08 00:00:00
Website: https://bellsouth.net