The Magnolia Group, LLC
The Magnolia Group, LLC (CRD# 171102) is a financial advisory firm headquartered in Omaha, NE. They manage $232,962,749 in 2 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management233MILLION
Total Number of Accounts2ACCOUNTS
Average Account Value$116,481,375
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
Adam Peterson (CRD# 5389061) is an Investment Advisor Representative working at The Magnolia Group, LLC in Omaha, NE and has over 2 years of experience in the finance industry.