Magnum Financial

Overview

Magnum Financial is a California-based limited liability company operating as an independent registered investment adviser with an individual owner. The firm positions itself as a capital allocator serving primarily individual and family clients, offering a mix of advisory and insurance services. Its advisory scope includes financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, selection of other advisers, publication of periodicals/newsletters, and delivery of educational seminars and workshops. Magnum Financial also lists insurance brokerage among its business activities and provides fee arrangements that include percentage-of-AUM, hourly, subscription, and fixed-fee models. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices