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MAGNOLIA WEALTH MANAGEMENT LLC
MAGNOLIA WEALTH MANAGEMENT LLC
DOTHAN, Alabama
·
1 registered advisor
·
CRD# 297598
SEC# 801-122653
0
(334) 699-4036
01
Firm Overview
AUM
$145M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at MAGNOLIA WEALTH MANAGEMENT LLC
1 registered advisor
Edwin Alan Cox
DOTHAN, Alabama
CRD# 4750618
05
Office Locations
DOTHAN, Alabama
1 advisor
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Data sourced from SEC Form ADV filings. MAGNOLIA WEALTH MANAGEMENT LLC (CRD# 297598) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.