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MAGNIFINA, LLC
CRD 306005 · SEC 801-117932
2 DEPOT PLAZA, SUITE 103, BEDFORD HILLS, NY, 10507, United States
Phone
800-732-0818
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$53.9M
Discretionary AUM
$52.9M
Team
3 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $2.7M |
States served
NY
All web addresses on file
Official SEC filing: View on IAPD