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Magnate Advisory Services, LLC

● SEC registered since 2020CRD 283056SEC# 801-118616Louisville, KY
Export (members)
Reg. AUM
$260.9M
Employees
6
Accounts
2,074
Location
Louisville, KY

Magnate Advisory Services, LLC assets under management

Magnate Advisory Services, LLC is an SEC-registered investment adviser based in Louisville, KY. The firm has been registered since 2020. It reports $260.9 million in regulatory assets under management and employs 6 people.

Magnate Advisory Services, LLC owners & executives

2 reported
NameTitleOwnershipSince
Brent Allen Gorter ControlSenior Partner50-75%2016
James Curry Nicholson ControlManaging Partner/Chief Compliance Officer50-75%2016

Frequently asked questions

How much does Magnate Advisory Services, LLC manage?

Magnate Advisory Services, LLC reports $260.9 million in regulatory assets under management on its Form ADV.

How many employees does Magnate Advisory Services, LLC have?

Magnate Advisory Services, LLC reports 6 employees.

Where is Magnate Advisory Services, LLC located?

Magnate Advisory Services, LLC is based in Louisville, KY and has been SEC-registered since 2020.

Does Magnate Advisory Services, LLC disclose fund performance?

Magnate Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address400 Blankenbaker Parkway, Suite 100, Louisville, KY 40243
Phone(502) 855-3160
Fax(502)855-3156
Office hoursBy Appointment
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$251.7M
Non-discretionary$9.2M
Total (RAUM)$260.9M