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

Building 2MAGNOLIA CAPITAL ADVISORS INC

Map pinTALLAHASSEE, FL
Phone850-201-5000
NotebookSEC #801-56866
Total AUM
$25.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
215 SOUTH MONROE ST
STE 835
TALLAHASSEE
FL 32301
USA
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Phone
850-201-5000

ReceiptFinancials

Total AUM
$25.9M
Accounts
176
Discretionary
$23.5M
Accounts
154
Non-Discretionary
$2.4M
Accounts
22

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementMarket TimingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account