Allocator Index · CRD 135759

MAGNOLIA FINANCIAL PLANNING SERVICES, INC.

Seneca, SC · 864-886-9766

SEC IAPD record ↗

Fit score

62

  • any_private_fund+22
  • hnw>=75+16
  • aum $100M-$250M+16
  • employees 3-60+8

HNW clients

88

Other individuals

188

HNW assets

$160.3M

Total AUM

$225.7M

Employees

4

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
VERIDOS INCOME STABILITY FUND LPHedge Fund$8.8M