MAGNUS FINANCIAL GROUP LLC

NEW YORK, New York·1 registered advisor·CRD# 289423
SEC# 801-1110930800-339-1367
01

Firm Overview

AUM
$1.6B
Regulatory assets under management
Employees
22
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MAGNUS FINANCIAL GROUP LLC

1 registered advisor
Michael Scott Schwartz
NEW YORK, New York
CFP
05

Office Locations

NEW YORK, New York
1 advisor

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Data sourced from SEC Form ADV filings. MAGNUS FINANCIAL GROUP LLC (CRD# 289423) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.