Magna Financial Planning, LLC
Magna Financial Planning, LLC (CRD# 141996) is a financial advisory firm headquartered in , . They manage $35,000,000 in 23 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Magna Financial Planning, LLC
By the Numbers
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Total Assets Under Management35MILLION
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Total Number of Accounts23ACCOUNTS
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Average Account Value$1,521,739
Compensation Options
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Magna Financial Planning, LLC
1
Glenn Large (CRD# 5227067) is a Principal working at Magna Financial Planning, LLC in Downingtown, PA and has over 14 years of experience in the finance industry.
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