Magen Financial LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
52
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
305174
Registered since
August 10, 2020

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • John Trears

    Managing Partner, CCO and COOCRD 2837461

  • Davy Barthes

    Davy Barthes

    Founder and CEOCRD 5726005

Contacts

3 of 50
  • Andy Kirou

    Andy Kirou

    Managing DirectorCRD 5679685

  • Mavrikios Gritzalis

    BrokerCRD 5184703

  • Leon Rosen

    CRD 4761543

Unlock 47 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth