Magnolia Financial Planning Services, Inc.
Magnolia Financial Planning Services, Inc. is an SEC-registered mass-market adviser in Seneca, SC with $225.7M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Magnolia Financial Planning Services, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 135759, SEC 801-114454, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $225.7M (2026-03-24)
- Firm type
- Mass-Market Adviser
- Location
- Seneca, SC
- Employees
- 4
- Clients
- 278
- CRD
- 135759
- Ownership
- BRYANT, ROBBY, THOMAS; LANDRY, PATRICIA, ANN; WHITE, JASON, SIDNEY; BRYANT, ROBBY
How much AUM does Magnolia Financial Planning Services, Inc. have?
Magnolia Financial Planning Services, Inc. reported $225.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Magnolia Financial Planning Services, Inc.?
Disclosed owners and executives of Magnolia Financial Planning Services, Inc. include BRYANT, ROBBY, THOMAS, LANDRY, PATRICIA, ANN, WHITE, JASON, SIDNEY, BRYANT, ROBBY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.