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MAGIS FINANCIAL PARTNERS
HORSHAM, PA
484-367-4444
SEC #801-72956Total AUM
$241.9M
Employees
4Clients
157Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
800 ENTERPRISE ROAD
SUITE 103
HORSHAM
PA 19044
United States
SUITE 103
HORSHAM
PA 19044
United States
Operating Hours
9:00 AM - 5: 00 PM
Monday - Friday
Monday - Friday
Phone
484-367-4444
Financials
Total AUM
$241.9M
Accounts
208Discretionary
$0
Accounts
0Non-Discretionary
$241.9M
Accounts
208
Clients
Individual Clients
76AUM
$17.2M
HNW Individual Clients
55AUM
$59.4M
Pension/Profit Sharing Plan Clients
26AUM
$165.2M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY ADVISORY FEES
Compliance
Disclosures
None reported
State Registrations
MDNHNJNYPATX
Affiliates
Affiliates
Reported 14 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.