Magis Management, LLC

Magis Management, LLC (CRD# 169249) is a financial advisory firm headquartered in , . They manage $3,570,000 in 48 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://magismanagement.com
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $74,375
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
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 Merkel, financial advisor Milwaukee WI
Peter J. Merkel
CRD#: 6262229
Milwaukee, WI

Peter Merkel (CRD# 6262229) is an Investment Advisor Representative working at Magis Management, LLC in Milwaukee, WI and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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