MAGNOLIA WEALTH MANAGEMENT LLC
Tel: (334) 699-4036 1535 Honeysuckle Road Dothan, Alabama 36305
About MAGNOLIA WEALTH MANAGEMENT LLC
MAGNOLIA WEALTH MANAGEMENT LLC is a Dothan, Alabama based financial advisory firm with nearly $158,094,861 in assets under management and provides investment advisory services for 828 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
297598
Firm SEC#:
801-122653
Assets Under Management:
$158,094,861
No. of Clients:
828
No. of Advisors:
2
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges
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