MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
CRD #135759 SEC #801-114454 SENECA, SC 864-886-9766
SEC Registered Private Funds
Total AUM
$191.5M
Discretionary
$191.5M
Employees
4
Clients
251
Accounts
252
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $191.5M | $191.5M | $0 | 4 | 0 |
| Jul 2024 | $174.2M | $174.2M | $0 | 4 | 0 |
| Mar 2024 | $174.2M | $174.2M | $0 | 4 | 0 |
| Mar 2024 | $174.2M | $174.2M | $0 | 4 | 0 |
| Mar 2023 | $151.9M | $151.9M | $0 | 4 | 0 |
| Feb 2022 | $138.8M | $138.8M | $0 | 4 | 229 |
| Mar 2021 | $139.1M | $139.1M | $0 | 4 | 0 |
| Jun 2020 | $107.2M | $107.2M | $0 | 4 | 0 |
| Apr 2020 | $107.2M | $107.2M | $0 | 4 | 0 |
| Feb 2020 | $107.2M | $107.2M | $0 | 4 | 0 |
| Feb 2020 | $107.2M | $107.2M | $0 | 4 | 0 |
| Jan 2020 | $107.2M | $107.2M | $0 | 4 | 0 |
| Jan 2020 | $100.3M | $100.3M | $0 | 4 | 0 |
| Sep 2019 | $100.3M | $100.3M | $0 | 4 | 0 |
| May 2019 | $100.3M | $100.3M | $0 | 4 | 0 |
| May 2019 | $100.3M | $100.3M | $0 | 4 | 0 |
| Feb 2019 | $100.3M | $100.3M | $0 | 4 | 0 |
| Dec 2018 | $102.3M | $102.3M | $0 | 4 | 0 |
| Nov 2018 | $102.3M | $102.3M | $0 | 4 | 0 |
| May 2012 | $54M | $54M | $0 | 1 | 200 |
| Mar 2012 | $54M | $54M | $0 | 1 | 200 |
| Mar 2012 | $54M | $54M | $0 | 1 | 200 |
| Mar 2012 | $54M | $54M | $0 | 1 | 200 |
| Mar 2012 | $54M | $54M | $0 | 1 | 200 |
| Jan 2011 | $51.2M | $51.2M | $0 | 5 | -- |
| Jan 2010 | $43.7M | $43.7M | $0 | 5 | -- |
| Feb 2008 | $39.1M | $39.1M | $0 | 5 | -- |
| Feb 2007 | $36.9M | $36.9M | $0 | 5 | -- |
| Jan 2006 | $30.4M | $30.4M | $0 | 5 | -- |
DateMar 2025
Total AUM$191.5M
Discretionary$191.5M
Non-Disc.$0
Employees4
Clients0
DateJul 2024
Total AUM$174.2M
Discretionary$174.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$174.2M
Discretionary$174.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$174.2M
Discretionary$174.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$151.9M
Discretionary$151.9M
Non-Disc.$0
Employees4
Clients0
DateFeb 2022
Total AUM$138.8M
Discretionary$138.8M
Non-Disc.$0
Employees4
Clients229
DateMar 2021
Total AUM$139.1M
Discretionary$139.1M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$107.2M
Discretionary$107.2M
Non-Disc.$0
Employees4
Clients0
DateApr 2020
Total AUM$107.2M
Discretionary$107.2M
Non-Disc.$0
Employees4
Clients0
DateFeb 2020
Total AUM$107.2M
Discretionary$107.2M
Non-Disc.$0
Employees4
Clients0
DateFeb 2020
Total AUM$107.2M
Discretionary$107.2M
Non-Disc.$0
Employees4
Clients0
DateJan 2020
Total AUM$107.2M
Discretionary$107.2M
Non-Disc.$0
Employees4
Clients0
DateJan 2020
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees4
Clients0
DateSep 2019
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees4
Clients0
DateMay 2019
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees4
Clients0
DateMay 2019
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees4
Clients0
DateFeb 2019
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees4
Clients0
DateDec 2018
Total AUM$102.3M
Discretionary$102.3M
Non-Disc.$0
Employees4
Clients0
DateNov 2018
Total AUM$102.3M
Discretionary$102.3M
Non-Disc.$0
Employees4
Clients0
DateMay 2012
Total AUM$54M
Discretionary$54M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$54M
Discretionary$54M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$54M
Discretionary$54M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$54M
Discretionary$54M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$54M
Discretionary$54M
Non-Disc.$0
Employees1
Clients200
DateJan 2011
Total AUM$51.2M
Discretionary$51.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$43.7M
Discretionary$43.7M
Non-Disc.$0
Employees5
Clients--
DateFeb 2008
Total AUM$39.1M
Discretionary$39.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$36.9M
Discretionary$36.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$30.4M
Discretionary$30.4M
Non-Disc.$0
Employees5
Clients--