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Magellan Financial Solutions LLC

● SEC registered since 2024CRD 169107SEC# 801-129921Warwick, NY
Export (members)
Reg. AUM
$32.5M
Employees
1
Accounts
78
Location
Warwick, NY

Magellan Financial Solutions LLC assets under management

Magellan Financial Solutions LLC is a registered investment adviser overseen by the SEC based in Warwick, NY. The firm has been registered since 2024. It reports $32.5 million in regulatory assets under management and employs 1 people.
www.magellanfinancialsolutions.comView on SEC.gov ↗

Magellan Financial Solutions LLC owners & executives

1 reported
NameTitleOwnershipSince
Raul Peter Berina ControlPrincipal And Chief Compliance OfficerOver 75%2009

Frequently asked questions

How much does Magellan Financial Solutions LLC manage?

Magellan Financial Solutions LLC reports $32.5 million in regulatory assets under management on its Form ADV.

How many employees does Magellan Financial Solutions LLC have?

Magellan Financial Solutions LLC reports 1 employees.

Where is Magellan Financial Solutions LLC located?

Magellan Financial Solutions LLC is based in Warwick, NY and has been SEC-registered since 2024.

Does Magellan Financial Solutions LLC disclose fund performance?

Magellan Financial Solutions LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address13 Oakland Avenue, Warwick, NY 10990
Phone845-986-9717
Office hoursBy Appointment Only
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$32.5M
Non-discretionary$0
Total (RAUM)$32.5M