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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    233
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $116,481,375
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

NE

Financial Advisors at The Magnolia Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Adam K. Peterson
CRD#: 5389061
1411 Harney Street, Suite 200, Omaha, NE 68102
88
Wealthminder
score

Adam Peterson (CRD# 5389061) is an Investment Advisor Representative working at The Magnolia Group, LLC in Omaha, NE and has over 3 years of experience in the finance industry.

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