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| Magnate Advisory Services LLC
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|
|---|---|
| CRD # | 283056 |
| SEC # | 801-118616 |
| CIK # | |
| AUM | $167.6 MM (2023-03-30) |
| Employees | 8 (100% Investors, 88% Brokers) |
| Phone | 502-855-3160 |
| Address | 400 Blankenbaker Parkway Louisville, KY 40243 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,668 | 124.7 |
| (b) Individuals (high net worth individuals) | 22 | 37.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 5.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,002 | 167.6 |
| By Discretionary | ||
| Discretionary | 1,995 | 159.8 |
| Non-Discretionary | 7 | 7.9 |
| Total | 2,002 | 167.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 167.6 | |
| Total | 2,002 | 167.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Olistico Wealth LLC
✚
|
OK | 0.2 |
|
SGL Financial LLC
✚
|
IL | 0.2 |
|
Sustainable Advisors Alliance LLC
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|
OK | 0.2 |
|
Plan Life & Wealth Management Inc
✚
|
CA | 0.2 |
|
Prospect Capital Services Inc
✚
|
NJ | 0.2 |
|
Sage Stone Wealth Management LLC
✚
|
CA | 0.2 |
|
ACAP Asset Management Inc
✚
|
CA | 0.2 |
|
Essential Investment Partners LLC
✚
|
CO | 0.2 |
|
Booster LLC
✚
|
MD | 0.2 |
|
One Advisory Partners LLC
✚
|
KS | 0.2 |