← Back to searchVisit website
MAGNUS FINANCIAL GROUP LLC
CRD 289423 · SEC 801-111093
90 PARK AVENUE, SUITE 1800, NEW YORK, NY, 10016, United States
Phone
800-339-1367
Fax
212-202-7670
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.33B
Discretionary AUM
$2.19B
Team
24 total employees; 15 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 739 | $383.7M |
| High net worth individuals | 375 | $1.78B |
| Corporations/business entities | 44 | $144.7M |
States served
AZ, CA, CO, DC, GA, IL, IN, LA, MD, MA, NJ, NY, NC, OH, OR, PA, SC, TN, UT, VA, WI, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD