Magis Group, Inc.

Magis Group, Inc. (CRD# 140625) is a financial advisory firm headquartered in Tarrytown, NY. They manage $28,000,000 in 250 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    250
    ACCOUNTS
  • Average Account Value
    $112,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
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, NY

Financial Advisors at Magis Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Jai Ramsawak
CRD#: 2130361
660 White Plains Road, Suite 520, Tarrytown, NY 10591
86
Wealthminder
score

Jai Ramsawak (CRD# 2130361) is an Investment Advisor Representative working at Magis Group, Inc. in Tarrytown, NY and has over 25 years of experience in the finance industry. Jai Ramsawak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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