Magnum Financial

Magnum Financial (CRD# 152081) is a financial advisory firm headquartered in Sonoma, CA. They manage $2,700,000 in 17 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $158,824
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based 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)
  • Market timing services
  • Educational seminars/workshops
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.

CA

Financial Advisors at Magnum Financial
Showing 1 - 1 of 1 top financial advisors.
1
Stephen B. Bossio
CRD#: 4586514
P.o. Box 1726, Sonoma, CA 95476
93
Wealthminder
score

Stephen Bossio (CRD# 4586514) is an Investment Advisor Representative working at Magnum Financial in Sonoma, CA and has over 14 years of experience in the finance industry.

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