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Building 2MAGNOLIA CAPITAL MANAGEMENT

Map pinCOLD SPRING, NY
Phone845-809-5259
NotebookSEC #801-65323
Total AUM
$227.7M
Employees
4
Clients
61

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
55 CHESTNUT STREET, SUITE 5
COLD SPRING
NY 10516
United States
Operating Hours
9:30 - 4:30
Monday - Friday
Phone
845-809-5259

ReceiptFinancials

Total AUM
$227.7M
Accounts
90
Discretionary
$198.5M
Accounts
81
Non-Discretionary
$29.2M
Accounts
9

ContactClients

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Individual Clients
30
AUM
$12.9M
HNW Individual Clients
27
AUM
$118.8M
Charitable Organization Clients
2
AUM
$10.7M
Corporation or Business Clients
2
AUM
$85.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional 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 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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