MAGNOLIA CAPITAL MANAGEMENT

55 Chestnut Street, Suite 5
Cold Spring, New York 10516
Tel: 845-809-5259

About MAGNOLIA CAPITAL MANAGEMENT

MAGNOLIA CAPITAL MANAGEMENT, formally registered with the SEC as MAGNOLIA CAPITAL MANAGEMENT. The firm was established in 01/19/2006. They have over 1 offices throughout the country.

MAGNOLIA CAPITAL MANAGEMENT is a Cold Spring, New York based Financial Planning firm with nearly $202,017,680 assets under management, offering retirement planning & investment advisory services to 89 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	119597
SEC#	801-65323
Assets Managed by Firm	$202,017,680
No. of Clients	89
No. of Advisors	3

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

Firm Client Information

	No. of Clients	AUM
Firm Total	89	$202,017,680
Individuals (other than high net worth individuals)	32	$12,071,415
High net worth individuals	26	$105,987,034
Charitable organizations	2	$8,834,903
Corporations or other businesses	2	$75,124,328

More Retirement Planning firms in Cold Spring, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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