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 (registration year: 2020). The ownership is reported as a combination of a domestic entity and an individual. In the dataset the firm is categorized as "Unclassified." It does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser.
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 48Andy 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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