Magnum Financial
Firm details
- Headquarters
- ,
- CRD number
- 152081
- Custodians
- ALTRUIST FINANCIAL LLC, FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
- Client types
- Individuals59.77%
- HNWI40.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Magnum Financial is a California-based limited liability company operating as an independent registered investment adviser with an individual owner. The firm positions itself as a capital allocator serving primarily individual and family clients, offering a mix of advisory and insurance services. Its advisory scope includes financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, selection of other advisers, publication of periodicals/newsletters, and delivery of educational seminars and workshops. Magnum Financial also lists insurance brokerage among its business activities and provides fee arrangements that include percentage-of-AUM, hourly, subscription, and fixed-fee models. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities75%
- Cash & Cash Equivalents15%
- Public Funds/Mutual Funds10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Sycomore Financial
RIAPolaris Investment Partners, Inc
RIAMount Pleasant, SC
Orchestral Financial Group Inc.
RIAAmherst, NY