Magis Management, LLC

Magis Management, LLC (CRD# 169249) is a financial advisory firm headquartered in , . They manage $1,800,000 in 20 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $90,000
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
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.

TX, WI

Financial Advisors at Magis Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Peter J. Merkel
CRD#: 6262229
Hartland, WI
90
Wealthminder
score

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.

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