Magna Advisors
Firm details
- Headquarters
- ,
- CRD number
- 334849
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI78.75%
- Individuals17.55%
- Corporations / Businesses3.7%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Magna Advisors is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm combines investment advisory with real estate brokerage and insurance brokerage activities, and its advisory services emphasize financial planning and portfolio management for individuals and small businesses. Fee arrangements include both a percentage of assets under management and fixed fees. Magna Advisors does not identify as an ESG-focused manager, and it is not structured as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Derivatives5%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations