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Building 2MAGNOLIA FINANCIAL PLANNING SERVICES, INC.

Map pinSENECA, SC
Phone864-886-9766
NotebookSEC #801-114454
Total AUM
$225.7M
Employees
4
Clients
278

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
414 OLD CLEMSON HIGHWAY
SENECA
SC 29672
United States
Operating Hours
9-5
Monday - Friday
Phone
864-886-9766

ReceiptFinancials

Total AUM
$225.7M
Accounts
278
Discretionary
$225.7M
Accounts
278
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
188
AUM
$49.1M
HNW Individual Clients
88
AUM
$160.3M
Pooled Vehicle Clients
2
AUM
$16.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANCNHSCTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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