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| Magnus Financial Group LLC
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| |
|---|---|
| CRD # | 289423 |
| SEC # | 801-111093 |
| CIK # | 0001765216 |
| AUM | $1.6 BB (2024-03-29) |
| Employees | 22 (55% Investors, 0% Brokers) |
| Phone | 800-339-1367 |
| Address | 90 Park Avenue New York, NY 10016 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 25.3 | |
| JNJ | 465,600.2 | 15.4 | |
| MSFT | 1,918,222.4 | 13.1 | |
| AMZN | 1,092,997.8 | 12.4 | |
| JPM | 340,169.2 | 10.0 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 624 | 245.8 |
| (b) Individuals (high net worth individuals) | 336 | 1,202.4 |
| (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 | 12.6 |
| (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 | 35 | 96.7 |
| (n) Other | 0 | 0.0 |
| Total | 3,884 | 1,557.5 |
| By Discretionary | ||
| Discretionary | 3,878 | 1,554.2 |
| Non-Discretionary | 6 | 3.3 |
| Total | 3,884 | 1,557.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 13.2 | |
| United States Persons | 1,544.3 | |
| Total | 3,884 | 1,557.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001765216] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
EIDE Bailly Advisors LLC
✚
|
ND | 1.6 |
|
JB Capital LLC
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|
CT | 1.6 |
|
Cooper Financial Group
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CA | 1.6 |
|
Smith Anglin Financial LLC
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TX | 1.6 |
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Verus Capital Partners LLC
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AZ | 1.6 |
|
Strategiq Financial Group LLC
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IN | 1.6 |
|
Fiduciary Advisors Inc
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|
MO | 1.5 |
|
Pinnacle Pension Consultants LLC
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|
MA | 1.5 |
|
Physician Wealth Advisors Inc
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|
UT | 1.5 |
|
Quest Investment Management LLC
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|
OR | 1.5 |