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| Magellan Financial Solutions LLC
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|
|
|---|---|
| CRD # | 169107 |
| SEC # | 801-129921 |
| CIK # | |
| AUM | $40.4 M (2026-03-05) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 845-986-9717 |
| Address | 13 Oakland Avenue Warwick, NY 10990 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 13.5 |
| (b) Individuals (high net worth individuals) | 21 | 25.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.7 |
| (n) Other | 0 | 0.0 |
| Total | 78 | 40.4 |
| By Discretionary | ||
| Discretionary | 78 | 40.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 78 | 40.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 40.4 | |
| Total | 78 | 40.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
WGS Management Services Inc
✚
|
NY | 0.0 |
|
Sound & Secure Advisors LLC
✚
|
0.0 | |
|
Twentythree Advisory LLC
✚
|
NY | 0.0 |
|
Maderer Keith Daniel
✚
|
0.0 | |
|
O'Brien Capital Management Inc
✚
|
NY | 0.0 |
|
International Financial Planning LLC
✚
|
0.0 | |
|
CIO Capital Group LLC
✚
|
NY | 0.0 |
|
Four Points Advisors LLC
✚
|
NY | 0.0 |
|
2201 Capital LLC
✚
|
NY | 0.0 |
|
Bill Losey Retirement Solutions LLC
✚
|
0.0 |