MAGNOLIA CAPITAL MANAGEMENT - Financial Advisor in New York, Cold Spring

Tel: 845-809-5259 55 Chestnut Street, Suite 5 Cold Spring, New York 10516

About MAGNOLIA CAPITAL MANAGEMENT

MAGNOLIA CAPITAL MANAGEMENT is a Cold Spring, New York based financial advisory firm with nearly $202,017,680 in assets under management and provides investment advisory services for 89 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

119597

Firm SEC#:

801-65323

Assets Under Management:

$202,017,680

No. of Clients:

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Top Financial Advisory Firms in New York, Cold Spring

FirmCRD#:334066

SEC#:801-131681

No. of Advisors:2

No. of Clients:Not Disclosed

AUM:$0

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

LUNIN-PACK PLANNING AND ADVICE, LLC

334066

801-131681

Not Disclosed

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