Magnus Financials LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Girish Gupte

    Girish Gupte

    CEO & CCOCRD 8232533

Contacts

1 of 1
  • Mayura Gupte

    Owner and Chairman of the BoardCRD 8232534

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth