Be advised. This firm is no longer registered.

Magis Financial Partners

Magis Financial Partners (CRD# 121445) is a financial advisory firm headquartered in Horsham, PA. They manage $241,865,311 in 208 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    242
    MILLION
  • Total Number of Accounts
    208
    ACCOUNTS
  • Average Account Value
    $1,162,814
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD, NH, NJ, NY, PA, TX

Financial Advisors at Magis Financial Partners
No Advisor Found.
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