Magpie Consulting LLC
RIASEC Registered
Total AUM
$2.9M
Discretionary
$1.1M
38% of AUM
Avg account
$239K
Accounts
12
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 149253
- Website
- magpiefinancial.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI61.58%
- Individuals38.42%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Magpie Consulting LLC is an independent, individually owned registered investment adviser organized as an LLC that provides portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and does not position itself as an active ESG investor or a multi-state adviser. Its primary advisory activity is discretionary and non‑discretionary portfolio management for retail-type clients rather than institutional advisory or pension consulting.
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 Equities77%
- Cash & Cash Equivalents23%
Contacts
1 of 1
Bradley Piesco
Managing PrincipalCRD 5633464
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations