Overview
Assets Under Management: $1.9 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 363
Average Client Assets: $4 million
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