The Magnolia Group, LLC
The Magnolia Group, LLC (CRD# 171102) is a financial advisory firm headquartered in Omaha, NE. They manage $783,587,938 in 2 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
The Magnolia Group, LLC
By the Numbers
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Total Assets Under Management784MILLION
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Total Number of Accounts2ACCOUNTS
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Average Account Value$391,793,969
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NE
Financial Advisors at The Magnolia Group, LLC
1
Adam Peterson (CRD# 5389061) is an Investment Advisor Representative working at The Magnolia Group, LLC in Omaha, NE and has over 9 years of experience in the finance industry.
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