Magen Financial LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
—
Advisory reps
52
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 an SEC-registered investment adviser formed in 2020 and organized as a limited liability company. Ownership is listed as a combination of a domestic entity and an individual. The firm is classified in the source data as "unclassified," and it is not identified as a capital allocator. The firm's public profile does not indicate activity on ESG mandates, multi-state advisory coverage, pension consulting, or relationships with other advisers. FINTRX-sourced fields for client types, advisory activities and fee schedules are not populated, so there is no granular public description of the services Magen Financial offers or the client segments it targets.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • John Trears

    Managing Partner, CCO and COOCRD 2837461

  • Davy Barthes

    Davy Barthes

    Founder and CEOCRD 5726005

Contacts

3 of 50
  • Thomas Piersanti

    Senior BrokerCRD 2596196

  • Gary Krimershmoys

    Gary Krimershmoys

    Senior Equity Derivatives BrokerCRD 4343948

  • Lionel Mellul

    Lionel Mellul

    BrokerCRD 4560092

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth