Magellan Financial Solutions LLC
Magellan Financial Solutions LLC is an SEC-registered ria in Warwick, NY with $40.4M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Magellan Financial Solutions LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 169107, SEC 801-129921, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $40.4M (2026-03-05)
- Firm type
- Ria
- Location
- Warwick, NY
- Employees
- 1
- Clients
- 44
- CRD
- 169107
- Ownership
- BERINA, RAUL, PETER
How much AUM does Magellan Financial Solutions LLC have?
Magellan Financial Solutions LLC reported $40.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Magellan Financial Solutions LLC?
Disclosed owners and executives of Magellan Financial Solutions LLC include BERINA, RAUL, PETER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.