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| Keyboard |
| Magnus Financial Group LLC
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|---|---|
| CRD # | 289423 |
| SEC # | 801-111093 |
| CIK # | 0001765216 |
| AUM | 2,326.1 M (2026-03-31) |
| Employees | 24 (62% Investors, 0% Brokers) |
| Phone | 800-339-1367 |
| Address | 90 Park Avenue New York, NY 10016 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 39.8 | ||
| J P Morgan Chase & Co | 17.9 | ||
| Amazon Com Inc | 17.5 | ||
| Alphabet Inc | 14.7 | ||
| iShares Bitcoin Trust | 13.4 | ||
| Microsoft Corp | 11.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 739 | 0.4 |
| (b) Individuals (high net worth individuals) | 375 | 1.8 |
| (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 | 44 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 4,782 | 2.3 |
| By Discretionary | ||
| Discretionary | 4,401 | 2.2 |
| Non-Discretionary | 381 | 0.1 |
| Total | 4,782 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 4,782 | 2.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001765216] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
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TX | 2,267.1 M |
|
Twelve Points Wealth Management LLC
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