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MAGELLAN FINANCIAL SOLUTIONS LLC
CRD 169107 · SEC 801-129921
13 OAKLAND AVENUE, WARWICK, NY, 10990, United States
Phone
845-986-9717
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$40.4M
Discretionary AUM
$40.4M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $13.5M |
| High net worth individuals | 21 | $25.2M |
| Corporations/business entities | 1 | $1.7M |
States served
NY
All web addresses on file
Official SEC filing: View on IAPD