Magnifina, LLC
Firm details
- Headquarters
- Bedford Hills, New York
- CRD number
- 306005
- Registered since
- January 10, 2020
- Website
- www.magnifina.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI52.6%
- Other39.12%
- Individuals5.05%
- Charitable Organizations3.23%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Magnifina, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2020. The firm focuses on planning and portfolio management for individuals and small businesses and charges clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. It serves a client base made up of individuals and families and does not identify as an ESG-focused or multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents8%
- Non-Exchange Traded Equities2%
Owners & executives
1 of 1
Asher Rogovy
Chief Investment OfficerCRD 7189263
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bedford Hills, NY
Westchester
Location
Bedford Hills, NY
Headquartered in Bedford Hills, 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
- Westchester
- Address
- 2 Depot Plz
- Time zone
- ET (UTC-5)
- Office locations
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