MAGEN FINANCIAL LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
50
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
305174
Registered since
August 10, 2020

Firm profile

FINTRX

Overview

Magen Financial LLC is organized as a limited liability company and is registered with the SEC as an investment adviser since 2020. FINTRX identifies the owner type as a mix of a domestic entity and an individual. The firm is classified as “Unclassified” in the dataset and is not listed as a capital allocator. Several common adviser attributes are explicitly negative in the record: the firm is not flagged as an active ESG investor, is not a multi-state adviser, is not characterized as newly formed in the dataset, and does not list pension consulting or related-adviser relationships. Public-facing detail is limited in the available source — client segments, fee schedule, and descriptive business or advisory activities are not provided in the data excerpt.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • JOHN TREARS

    Managing Partner, CCO and COOCRD 2837461

  • DAVY BARTHES

    Founder and CEOCRD 5726005

Contacts

3 of 48
  • Andy Kirou

    Managing DirectorCRD 5679685

  • MAVRIKIOS GRITZALIS

    BrokerCRD 5184703

  • LEON ROSEN

    CRD 4761543

Unlock 45 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1500 Broadway
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth