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Building 2MAGNUS FINANCIAL GROUP LLC

Map pinNEW YORK, NY
Phone800-339-1367
NotebookSEC #801-111093
Total AUM
$2.3B
Employees
24
Clients
1,159

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
90 PARK AVENUE
SUITE 1800
NEW YORK
NY 10016
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
800-339-1367

ReceiptFinancials

Total AUM
$2.3B
Accounts
4,782
Discretionary
$2.2B
Accounts
4,401
Non-Discretionary
$132.5M
Accounts
381

ContactClients

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Individual Clients
739
AUM
$383.7M
HNW Individual Clients
375
AUM
$1.8B
Charitable Organization Clients
1
AUM
$14.6M
Corporation or Business Clients
44
AUM
$144.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AZCACOCTDCFLGAILINMAMDNCNHNJNYOHORPASCTNTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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