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Building 2MAGNIFINA, LLC

Map pinBEDFORD HILLS, NY
Phone800-732-0818
NotebookSEC #801-117932
Total AUM
$53.9M
Employees
3
Clients
16

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 DEPOT PLAZA
SUITE 103
BEDFORD HILLS
NY 10507
United States
Operating Hours
9 A.M. - 5 P.M.
Monday - Friday
Phone
800-732-0818
Other Offices
1

ReceiptFinancials

Total AUM
$53.9M
Accounts
52
Discretionary
$52.9M
Accounts
49
Non-Discretionary
$972.4K
Accounts
3

ContactClients

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Individual Clients
13
AUM
$2.7M
HNW Individual Clients
1
AUM
$28.4M
Charitable Organization Clients
1
AUM
$1.7M
Other Clients
1
AUM
$21.1M
Description of Other Clients
TRUSTS

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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