Magnus Financials LLC
Firm details
- Headquarters
- Chantilly, Virginia
- CRD number
- 341239
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Magnus Financials LLC is a Virginia-registered limited liability company operating as an independent adviser under individual ownership. The firm’s stated activities center on financial planning, portfolio management for individuals and small businesses, and delivering educational seminars or workshops. Its fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements and other fee structures. Magnus Financials does not identify as an ESG investor, does not serve as a capital allocator, and is not positioned as a pension consultant or a related adviser to other firms. The firm lists industry affiliations with an insurance company and a real estate broker, which may inform parts of its product access or client service capabilities.
Assets & Accounts
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
Owners & executives
1 of 1
Girish Gupte
CEO & CCOCRD 8232533
Contacts
1 of 1Mayura Gupte
Owner and Chairman of the BoardCRD 8232534
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chantilly, VA
Loudoun
Location
Chantilly, VA
Headquartered in Chantilly, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Loudoun
- Address
- 24805 Pinebrook Rd
- Time zone
- ET (UTC-5)
- Office locations
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