| Name | Title | Ownership | Since |
|---|---|---|---|
| David H. Harrison Control | Chief Compliance Officer | Under 5% | 2017 |
| Louis V. Sorsaia Control | Chief Operating Officer | Under 5% | 2019 |
| Magnus Financial Holdings, LLC Control | Owner | Over 75% | 2017 |
Magnus Financial Group LLC reports $1.9 billion in regulatory assets under management on its Form ADV.
Magnus Financial Group LLC reports 23 employees.
Magnus Financial Group LLC is based in New York, NY and has been SEC-registered since 2017.
Magnus Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 90 Park Avenue, Suite 1800, New York, NY 10016 |
| Phone | 800-339-1367 |
| Fax | 212-202-7670 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $1.87B |
| Non-discretionary | $74.5M |
| Total (RAUM) | $1.95B |