MAGNIFI

Overview

Magnifi is a small advisory firm that focuses on individual and family clients and shows a clear preference for publicly traded equities and ETFs. Its registered advisory activities are primarily non-discretionary, meaning clients retain trading authority while Magnifi provides guidance or model-driven recommendations. The firm’s asset mix and account profile point to a streamlined, execution-oriented approach rather than broad institutional or complex private-market investing. Fee arrangements are listed as “other,” suggesting non-standard pricing (for example, subscription or platform fees) rather than a pure percentage of assets. The investment posture skews toward liquid market exposures and packaged mutual funds/ETFs rather than direct allocations to private funds or structured alternatives. That orientation fits a client base of many small accounts where access to alternatives would be operationally and economically challenging.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices