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Building 2MAGNOLIA LANE FINANCIAL ADVISORS, LLC

Map pin
Phone443-812-0547
NotebookSEC #801-118318
Total AUM
$120.6M
Employees
1
Clients
32

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
443-812-0547

ReceiptFinancials

Total AUM
$120.6M
Accounts
74
Discretionary
$120.6M
Accounts
74
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$1.1M
HNW Individual Clients
31
AUM
$119.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTMNTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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