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| Happy Holidays!! thanks for using AUM13F!! |
| Magnus Financial Group LLC
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| CRD # | 289423 |
| SEC # | 801-111093 |
| CIK # | 0001765216 |
| AUM | $1.9 B (2025-03-29) |
| Employees | 23 (57% Investors, 0% Brokers) |
| Phone | 800-339-1367 |
| Address | 90 Park Avenue New York, NY 10016 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001765216 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 28.5 | ||
| J P Morgan Chase & Co | 16.0 | ||
| Amazon Com Inc | 15.5 | ||
| Microsoft Corp | 15.5 | ||
| iShares Bitcoin Trust | 14.1 | ||
| Bitwise Bitcoin ETF | 10.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 680 | 309.0 |
| (b) Individuals (high net worth individuals) | 363 | 1,498.7 |
| (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 | 14.2 |
| (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 | 43 | 123.9 |
| (n) Other | 0 | 0.0 |
| Total | 4,313 | 1,945.9 |
| By Discretionary | ||
| Discretionary | 4,119 | 1,871.4 |
| Non-Discretionary | 194 | 74.5 |
| Total | 4,313 | 1,945.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 15.6 | |
| United States Persons | 1,930.3 | |
| Total | 4,313 | 1,945.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001765216] |
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