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James Bell Cunningham

MAGNOLIA CAPITAL MANAGEMENT, LTD.·COLD SPRING, New York
Unclaimed Profile
55 CHESTNUT STREET, SUITE 5, COLD SPRING, NY 10516CRD# 4516341Firm CRD# 119597
01

About

James Bell Cunningham is a registered financial advisor based in COLD SPRING, New York, affiliated with MAGNOLIA CAPITAL MANAGEMENT, LTD.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MAGNOLIA CAPITAL MANAGEMENT, LTD.
MAGNOLIA CAPITAL MANAGEMENT
AUM
$202M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at MAGNOLIA CAPITAL MANAGEMENT, LTD. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4516341
Firm CRD# 119597
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Bell Cunningham offer?
James Bell Cunningham specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLD SPRING, New York for a consultation.
What are James Bell Cunningham's credentials?
James Bell Cunningham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Bell Cunningham located?
James Bell Cunningham is based in COLD SPRING, New York, working with MAGNOLIA CAPITAL MANAGEMENT, LTD.. Their office serves clients in the COLD SPRING metropolitan area and surrounding communities.
How does James Bell Cunningham charge for services?
James Bell Cunningham's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MAGNOLIA CAPITAL MANAGEMENT, LTD.?
MAGNOLIA CAPITAL MANAGEMENT, LTD. has approximately 3 employees and manages $202M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in COLD SPRING
T. Jefferson Coleman Cunningham — MAGNOLIA CAPITAL MANAGEMENT, LTD.John Karl Gifford — MAGNOLIA CAPITAL MANAGEMENT, LTD.James Bell Cunningham — MAGNOLIA CAPITAL MANAGEMENT, LTD.Marion Cunningham Twichell — MAGNOLIA CAPITAL MANAGEMENT, LTD.Carol Ann Powell — MAGNOLIA CAPITAL MANAGEMENT, LTD.
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