Unclaimed Profile

James Bell Cunningham

MAGNOLIA CAPITAL MANAGEMENT, LTD.·COLD SPRING, New York

Clean recordMAGNOLIA CAPITAL MANAGEMENT, LTD.

55 CHESTNUT STREET, SUITE 5, COLD SPRING, NY 10516CRD# 4516343Firm CRD# 119597

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Bell Cunningham · COLD SPRING, NY

Registration

CRD #4516343 · MAGNOLIA CAPITAL MANAGEMENT, LTD.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

MAGNOLIA CAPITAL MANAGEMENT, LTD.

MAGNOLIA CAPITAL MANAGEMENT

AUM

$202M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MAGNOLIA CAPITAL MANAGEMENT, LTD. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4516343

Firm CRD# 119597

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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