THE MAGNOLIA GROUP, LLC

1601 Dodge Street
Suite 3300
Omaha, Nebraska 68102
Tel: 402-509-8456

About THE MAGNOLIA GROUP, LLC

THE MAGNOLIA GROUP, LLC, formally registered with the SEC as THE MAGNOLIA GROUP, LLC. The firm was established in 06/19/2014. They have over 1 offices throughout the country.

THE MAGNOLIA GROUP, LLC is a Omaha, Nebraska based Financial Planning firm with nearly $783,587,938 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	171102
SEC#	801-79848
Assets Managed by Firm	$783,587,938
No. of Clients	2
No. of Advisors	2

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$783,587,938

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