Magis Management, LLC
Magis Management, LLC (CRD# 169249) is a financial advisory firm headquartered in , . They manage $3,200,000 in 24 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts24ACCOUNTS
Average Account Value$133,333
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Peter Merkel (CRD# 6262229) is an Investment Advisor Representative working at Magis Management, LLC in Hartland, WI and has 1 year of experience in the finance industry.