Magnum Financial (CRD# 152081) is a financial advisory firm headquartered in Sonoma, CA. They manage $3,564,388 in 34 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management4MILLION
Total Number of Accounts34ACCOUNTS
Average Account Value$104,835
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Stephen Bossio (CRD# 4586514) is an Investment Advisor Representative working at Magnum Financial in Sonoma, CA and has over 15 years of experience in the finance industry.