Magnolia Wealth Management LLC
Magnolia Wealth Management LLC (CRD# 297598) is a financial advisory firm headquartered in Dothan, AL. They manage $145,225,463 in 773 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Magnolia Wealth Management LLC
By the Numbers
-
Total Assets Under Management145MILLION
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Total Number of Accounts773ACCOUNTS
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Average Account Value$187,873
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL, FL, GA
Financial Advisors at Magnolia Wealth Management LLC
1
Edwin Cox (CRD# 4750618) is an Investment Advisor Representative working at Magnolia Wealth Management LLC in Dothan, AL and has over 19 years of experience in the finance industry.
2
Robert Ryals (CRD# 7504709) is an Investment Advisor Representative working at Magnolia Wealth Management LLC in Dothan, AL and has over 2 years of experience in the finance industry.
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