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MAGNOLIA CAPITAL ASSET MANAGEMENT LLC
CRD 323624
100 SPECTRUM CENTER DRIVE, SUITE 900, IRVINE, CA, 92618, United States
Phone
949-899-1573
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$400K
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-01-28
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1 | $400K |
Official SEC filing: View on IAPD