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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Magnate Advisory Services LLC
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| CRD # | 283056 |
| SEC # | 801-118616 |
| CIK # | |
| AUM | $260.9 M (2025-03-27) |
| Employees | 6 (100% Investors, 83% Brokers) |
| Phone | 502-855-3160 |
| Address | 400 Blankenbaker Parkway Louisville, KY 40243 |
| Source | [IAPD] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,245 | 167.4 |
| (b) Individuals (high net worth individuals) | 49 | 84.3 |
| (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 | 4 | 9.2 |
| (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 | 2,074 | 260.9 |
| By Discretionary | ||
| Discretionary | 2,070 | 251.7 |
| Non-Discretionary | 4 | 9.2 |
| Total | 2,074 | 260.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 260.9 | |
| Total | 2,074 | 260.9 |
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|---|---|---|
|
Northern Capital Retirement Services Inc
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WA | 0.3 |
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Traction Financial Partners LLC
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WY | 0.3 |
|
Summit Group Retirement Planners Inc
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PA | 0.3 |
|
Tricord Advisors Inc
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CA | 0.3 |
|
Stewardship Advisory Group LLC
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FL | 0.3 |
|
Innovative Advisory Partners LLC
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TN | 0.3 |
|
Integrity Wealth LLC
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OR | 0.3 |
|
Guerra Advisors Inc
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FL | 0.3 |
|
Omega Wealth Management LLC
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|
VA | 0.3 |
|
Birchbrook
✚
|
ME | 0.3 |