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Magnus Financial Group

Wealth ManagerNew York, United States
$1.1B
Assets Under Management
New York
Headquarters
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About Magnus Financial Group

Magnus Financial Group LLC is an independent investment management firm. We provide customized wealth management and financial planning services for clients in all phases of their lives. For over fifteen years, our advisors have put client needs first and have helped them achieve long-term financial success and security.

Preferred Investment Types

Joint Venture/PartnerJunior/Mezzanine Financing

Preferred Sectors & Themes

AnnuitiesInvestment ManagementLegal & Tax ServicesRetirement PlanningTrust ManagementWealth & Estate PlanningFinanceInsurance ServicesFinancial Services

Preferred Geographies

United States

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Frequently asked questions

What type of investor is Magnus Financial Group?

Magnus Financial Group is a wealth manager based in New York, United States, managing approximately $1.1B in assets.

Where is Magnus Financial Group headquartered?

Magnus Financial Group is headquartered in New York, United States.

How much does Magnus Financial Group manage?

Magnus Financial Group manages approximately $1.1B in assets under management.

What does Magnus Financial Group invest in?

Magnus Financial Group focuses on Joint Venture/Partner, Junior/Mezzanine Financing, Annuities, Investment Management, Legal & Tax Services, Retirement Planning, Trust Management, Wealth & Estate Planning.

How can I contact Magnus Financial Group?

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