Magis Capital Management LLC

Magis Capital Management LLC (CRD# 142482) is a financial advisory firm headquartered in , . They manage $4,412,000 in 49 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    49
    ACCOUNTS
  • Average Account Value
    $90,041
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Magis Capital Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
David Montesano
CRD#: 2331304
San Diego, CA
93
Wealthminder
score

David Montesano (CRD# 2331304) is an Investment Advisor Representative working at Magis Capital Management LLC in San Diego, CA and has over 22 years of experience in the finance industry.

2
Janar J. Wasito
CRD#: 4628076
San Diego, CA
93
Wealthminder
score

Janar Wasito (CRD# 4628076) is an Investment Advisor Representative working at Magis Capital Management LLC in San Diego, CA and has over 11 years of experience in the finance industry.

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