MAGNOLIA PRIVATE WEALTH, LLC - Financial Advisor in Pennsylvania, Philadelphia

Tel: 5714771375 1845 Walnut Street Suite 1601 Philadelphia, Pennsylvania 19103

About MAGNOLIA PRIVATE WEALTH, LLC

MAGNOLIA PRIVATE WEALTH, LLC is a Philadelphia, Pennsylvania based financial advisory firm with nearly $110,689,645 in assets under management and provides investment advisory services for 375 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

324102

Firm SEC#:

801-128251

Assets Under Management:

$110,689,645

No. of Clients:

375

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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