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Building 2MAGNOLIA PRIVATE WEALTH, LLC

Map pinPHILADELPHIA, PA
Phone5714771375
NotebookSEC #801-128251
Total AUM
$272.1M
Employees
4
Clients
178

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1845 WALNUT STREET
SUITE 1601
PHILADELPHIA
PA 19103
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
5714771375
Other Offices
2

ReceiptFinancials

Total AUM
$272.1M
Accounts
684
Discretionary
$266.2M
Accounts
680
Non-Discretionary
$5.9M
Accounts
4

ContactClients

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Individual Clients
89
AUM
$28.5M
HNW Individual Clients
87
AUM
$237M
Charitable Organization Clients
1
AUM
$6.4M
Corporation or Business Clients
1
AUM
$218.9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNHNJNMNYPATX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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