Ranks #4,864 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$191.5M
Fund GAV
$8.8M
Private funds
1
Employees
4
Accounts
252
Location
Seneca, SC
Magnolia Financial Planning Services, Inc. assets under management
Magnolia Financial Planning Services, Inc. is a registered investment adviser overseen by the SEC based in Seneca, SC. The firm has been registered since 2018. It reports $191.5 million in regulatory assets under management and employs 4 people. Magnolia Financial Planning Services, Inc. manages 1 private fund with combined gross assets of $8.8 million, including Veridos Income Stability Fund LP. By regulatory assets, it ranks 4,864 of 5,911 private fund managers.
How much does Magnolia Financial Planning Services, Inc. manage?
Magnolia Financial Planning Services, Inc. reports $191.5 million in regulatory assets under management on its Form ADV.
How many private funds does Magnolia Financial Planning Services, Inc. manage?
Magnolia Financial Planning Services, Inc. manages 1 private funds with combined gross assets of $8.8 million.
How many employees does Magnolia Financial Planning Services, Inc. have?
Magnolia Financial Planning Services, Inc. reports 4 employees.
Where is Magnolia Financial Planning Services, Inc. located?
Magnolia Financial Planning Services, Inc. is based in Seneca, SC and has been SEC-registered since 2018.
Does Magnolia Financial Planning Services, Inc. disclose fund performance?
Magnolia Financial Planning Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.