Unclaimed Profile

John Karl Gifford

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

Clean recordMAGNOLIA CAPITAL MANAGEMENT, LTD.

55 CHESTNUT STREET, SUITE 5, COLD SPRING, NY 10516CRD# 4516314Firm CRD# 119597

Profile Verification

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

Identity

John Karl Gifford · COLD SPRING, NY

Registration

CRD #4516314 · MAGNOLIA CAPITAL MANAGEMENT, LTD.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

John Karl Gifford 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# 4516314

Firm CRD# 119597

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Karl Gifford offer?

John Karl Gifford specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLD SPRING, New York for a consultation.

What are John Karl Gifford's credentials?

John Karl Gifford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Karl Gifford located?

John Karl Gifford 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 John Karl Gifford charge for services?

John Karl Gifford'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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