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).
Total Assets Under Management3MILLION
Total Number of Accounts17ACCOUNTS
Average Account Value$158,824
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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)
- Market timing services
- Educational seminars/workshops
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.