Magnum Financial
Magnum Financial (CRD# 152081) is a financial advisory firm headquartered in Sonoma, CA. They manage $7,194,637 in 24 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management7MILLION
-
Total Number of Accounts24ACCOUNTS
-
Average Account Value$299,777
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Magnum Financial
1
Stephen Bossio (CRD# 4586514) is an Investment Advisor Representative working at Magnum Financial in Sonoma, CA and has over 21 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.