1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2MAGELLAN FINANCIAL SOLUTIONS LLC

Map pinWARWICK, NY
Phone845-986-9717
NotebookSEC #801-129921
Total AUM
$40.4M
Employees
1
Clients
44

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13 OAKLAND AVENUE
WARWICK
NY 10990
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
845-986-9717

ReceiptFinancials

Total AUM
$40.4M
Accounts
78
Discretionary
$40.4M
Accounts
78
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
22
AUM
$13.5M
HNW Individual Clients
21
AUM
$25.2M
Corporation or Business Clients
1
AUM
$1.7M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

View all affiliates →

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

Feature requires an account