2440 Junction Place
Suite 300
Boulder, Colorado 80301
Tel: 888-807-4066
MAGNIFI LLC, formally registered with the SEC as MAGNIFI LLC. The firm was established in 07/01/2020. They have over 2 offices throughout the country.
MAGNIFI LLC is a Boulder, Colorado based Financial Planning firm with nearly $1,653,948 assets under management, offering retirement planning & investment advisory services to 38185 clients. The firm is staffed with 38 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 309397 |
| SEC# | 801-119004 |
| Assets Managed by Firm | $1,653,948 |
| No. of Clients | 38185 |
| No. of Advisors | 38 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 38185 | $1,653,948 |
| Individuals (other than high net worth individuals) | 38185 | $1,653,948 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $239,345,489,058 | 6602 | 978 | |
| $81,139,239,094 | 82 | 81 | |
| $65,938,129,807 | 135 | 60 | |
| $64,880,528,684 | 154 | 305 | |
| $24,019,792,910 | 7 | 64 |
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