Monetary Advisor Journal Acknowledges Magnus Monetary Group to Its 2021 RIA Survey and Rating


Magnus Monetary Group LLC (“Magnus”), a registered funding advisory (RIA) agency, has earned additional recognition throughout the monetary companies business after incomes a spot on Monetary Advisor Journal’s 2021 RIA Survey and Rating for the fourth consecutive yr. 

On this rating, there have been over 600 RIAs listed and Magnus was one of many roughly 320 corporations ranked with over $1 billion of belongings underneath administration. The corporations supplied firm information pursuant to submission tips as of December 31, 2020.

Michael Schwartz, CFP®, AEP®, CEO of Magnus, mentioned in an announcement, “We’re coming off a report yr in 2020 primarily based on internet new belongings underneath administration, and we’re off to an excellent first half of 2021.” He added, “The continued loyalty of our shoppers and the addition of recent shoppers have bolstered our enterprise for constant and sustained progress.”

To be eligible for Monetary Advisor Journal’s nationwide rating of RIAs that will likely be revealed in its August 2021 concern, corporations should be registered funding advisors, present monetary planning and associated companies to particular person shoppers and have at the least $500 million in belongings underneath administration. The rating might be discovered on its web site, www.fa-mag.com.

The total itemizing is out there for viewing at: https://tinyurl.com/7sw677as

About Magnus Monetary Group:

Magnus Monetary Group LLC is an SEC-registered, unbiased funding advisory agency positioned in New York Metropolis. Magnus supplies personalized wealth administration and monetary planning companies for its shoppers in all phases of their lives. As an unbiased RIA, Magnus supplies high-quality service with a customized consumer strategy. Magnus was based in 2017 and consists of roughly 17 workers professionals, together with six wealth advisors, funding operations, compliance and advertising and marketing, analysis and buying and selling personnel, consumer service members and administrative help.

For extra data on Magnus Monetary Group, go to: http://www.magnusfinancial.com

Media Contact:
Thomas Barber
Telephone: 800-339-1367

Supply: Magnus Monetary Group LLC