Magen Financial LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 305174
- Registered since
- August 10, 2020
- Website
- www.magenfinancial.com
Firm profile
FINTRXOverview
Magen Financial LLC is organized as a limited liability company and is SEC-registered as an investment adviser since 2020. The firm's ownership is recorded as a domestic entity/individual. The FINTRX record classifies the adviser as unclassified and indicates it is not a capital allocator, not an active ESG investor, and not a multi-state adviser. It is also not listed as a newly formed adviser, pension consultant, or related adviser. The dataset does not include descriptions of the firm's advisory services, fee schedule, target client types, or specific investment strategies. That absence leaves the firm's market positioning and service emphasis undefined in public reporting.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2John Trears
Managing Partner, CCO and COOCRD 2837461

Davy Barthes
Founder and CEOCRD 5726005
Contacts
3 of 50
Andy Kirou
Managing DirectorCRD 5679685
Mavrikios Gritzalis
BrokerCRD 5184703
Leon Rosen
CRD 4761543
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 1500 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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