Financial Advisor Magazine rewards Magnus Financial Group in its 2021 survey and RIA ranking

0

NEW YORK, July 30, 2021 / PRNewswire / – Magnus Financial Group LLC (“Magnus”), a registered investment advisory firm (RIA), gained recognition within the financial services industry after securing a place in the RIA survey and ranking 2021 from Financial Advisor Magazine for the fourth consecutive time. year.

In this ranking, there were over 600 AIRs listed and Magnus was one of some 320 companies ranked with over $ 1 billion assets under management. The companies provided company data in accordance with the submission guidelines dated December 31, 2020.

Michael schwartz, CFP®, AEP®, CEO of Magnus, said in a statement: “We are coming out of a record year in 2020 based on new net assets under management, and we are entering an excellent first half of 2021.” He added: “The loyalty continues of our customers and the addition of new customers have strengthened our business for constant and sustained growth.

To be eligible for the national ranking of AIRs from Financial Advisor Magazine which will be published in its August 2021 problem, companies must be registered investment advisers, provide financial planning and related services to individual clients and have at least $ 500 million in assets under management. The ranking is available on its website www.fa-mag.com.

The full list can be viewed at: https://tinyurl.com/7sw677as

About Magnus Financial Group:
Magnus Financial Group LLC is an independent, SEC-registered investment advisory firm located in New York City. Magnus provides personalized wealth management and financial planning services to its clients in all phases of their lives. As an independent RIA, Magnus provides high quality service with a personalized customer approach. Magnus was founded in 2017 and consists of approximately 17 professionals, including six wealth, investment operations, compliance and marketing advisors, research and trading staff, customer service members and administrative support.

For more information on Magnus Financial Group, visit: http://www.magnusfinancial.com

Media contact:
Thomas barbier
Telephone: 800-339-1367

Related images
image1.png

Cision

View original content to download multimedia: https://www.prnewswire.com/news-releases/financial-advisor-magazine-recognizes-magnus-financial-group-to-its-2021-ria-survey-and-ranking -301345254 .html

SOURCE Magnus Financial Group LLC


Source link

Share.

Comments are closed.