MAGELLAN FINANCIAL SOLUTIONS LLC
CRD #169107 SEC #801-129921 WARWICK, NY 845-986-9717
SEC Registered
Total AUM
$32.5M
Discretionary
$32.5M
Employees
1
Clients
26
Accounts
78
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $32.5M | $32.5M | $0 | 1 | 0 |
| Feb 2025 | $32.5M | $32.5M | $0 | 1 | 0 |
| Apr 2024 | $26.7M | $26.7M | $0 | 1 | 2 |
| Mar 2024 | $26.7M | $26.7M | $0 | 1 | 2 |
DateMay 2025
Total AUM$32.5M
Discretionary$32.5M
Non-Disc.$0
Employees1
Clients0
DateFeb 2025
Total AUM$32.5M
Discretionary$32.5M
Non-Disc.$0
Employees1
Clients0
DateApr 2024
Total AUM$26.7M
Discretionary$26.7M
Non-Disc.$0
Employees1
Clients2
DateMar 2024
Total AUM$26.7M
Discretionary$26.7M
Non-Disc.$0
Employees1
Clients2