Magis Financial Partners

Magis Financial Partners (CRD# 121445) is a financial advisory firm headquartered in Horsham, PA. They manage $209,117,820 in 202 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    209
    MILLION
  • Total Number of Accounts
    202
    ACCOUNTS
  • Average Account Value
    $1,035,237
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
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.

MD, NJ, NY, PA

Financial Advisors at Magis Financial Partners
No Advisor Found.
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