Overview
Assets Under Management: $1.9 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 363
Average Client Assets: $4 million
Frequently Asked Questions
MAGNUS FINANCIAL GROUP 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 #289423), MAGNUS FINANCIAL GROUP LLC is subject to fiduciary duty under federal law.
MAGNUS FINANCIAL GROUP LLC is headquartered in NEW YORK, NY.
MAGNUS FINANCIAL GROUP LLC serves 363 high-net-worth clients according to their SEC filing dated March 29, 2025. View client details ↓
According to their SEC Form ADV, MAGNUS FINANCIAL GROUP LLC offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
MAGNUS FINANCIAL GROUP LLC is ranked #120 by Forbes in 2025. Learn more about these rankings ↓
MAGNUS FINANCIAL GROUP LLC manages $1.9 billion in client assets according to their SEC filing dated March 29, 2025.
According to their SEC Form ADV, MAGNUS FINANCIAL GROUP LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Recent Rankings
Forbes 2025: 120
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 363
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.02
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 4,313
Discretionary Accounts: 4,119
Non-Discretionary Accounts: 194
Regulatory Filings
CRD Number: 289423
Filing ID: 1972540
Last Filing Date: 2025-03-29 12:50:00
Website: https://magnusfinancial.com