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MAG CAP
1076 Highland Colony Parkway
Suite 291
Ridgeland, Mississippi 39157
Tel: 601-362-5872
About MAG CAP
MAG CAP, formally registered with the SEC as MAG CAP. The firm was established in 09/21/2018. They have over 7 offices throughout the country.
MAG CAP is a Ridgeland, Mississippi based Financial Planning firm with nearly $1,148,400,486 assets under management, offering retirement planning & investment advisory services to 3008 clients. The firm is staffed with 18 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 298398 |
| SEC# | 801-114023 |
| Assets Managed by Firm | $1,148,400,486 |
| No. of Clients | 3008 |
| No. of Advisors | 18 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3008 | $1,148,400,486 |
| Individuals (other than high net worth individuals) | 2775 | $330,800,135 |
| High net worth individuals | 101 | $308,315,656 |
| Pension and profit sharing plans | 48 | $397,656,407 |
| Corporations or other businesses | 82 | $32,511,288 |
More Retirement Planning firms in Ridgeland, Mississippi:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $7,233,687,387 | 696 | 16 | |
| $1,865,178,576 | 348 | 18 | |
| $1,341,890,722 | 6 | 110 | |
| $1,087,865,356 | 2816 | 15 | |
| $1,043,103,728 | 1668 | 11 |
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