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| Happy Holidays!! thanks for using AUM13F!! |
| Magellan Financial Solutions LLC
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|---|---|
| CRD # | 169107 |
| SEC # | 801-129921 |
| CIK # | |
| AUM | $32.5 M (2025-05-09) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 845-986-9717 |
| Address | 13 Oakland Avenue Warwick, NY 10990 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 11.8 |
| (b) Individuals (high net worth individuals) | 21 | 20.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 78 | 32.5 |
| By Discretionary | ||
| Discretionary | 78 | 32.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 78 | 32.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 32.5 | |
| Total | 78 | 32.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Webull Advisors LLC
✚
|
FL | 0.0 |
|
Capital Growth & Shelter Inc
✚
|
NY | 0.0 |
|
Sound & Secure Advisors LLC
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|
0.0 | |
|
Future Perfect Planning LLC
✚
|
0.0 | |
|
Clearview Financial Planning Inc
✚
|
NY | 0.0 |
|
International Financial Planning LLC
✚
|
0.0 | |
|
The Eastrade Asset Management Corporation
✚
|
0.0 | |
|
MPMG & Partners USA LLC
✚
|
NY | 0.0 |
|
Twentythree Advisory LLC
✚
|
0.0 | |
|
Passive Management LLC
✚
|
NY | 0.0 |