Magnifi

Overview

Magnifi is an independent registered investment adviser organized as a limited liability company and SEC-registered since 2020. The firm serves individual and family clients and is owned by a mix of a domestic entity and an individual. Its reported fee structure is listed as “other,” and filings indicate the adviser operates on a non-discretionary basis across its accounts. Magnifi does not identify as an active ESG investor, is not a multi-state adviser, and does not present itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices