MAGNATE ADVISORY SERVICES, LLC
CRD #283056 SEC #801-118616 LOUISVILLE, KY (502) 855-3160
SEC Registered
Total AUM
$260.9M
Discretionary
$251.7M
Employees
6
Clients
10
Accounts
2,074
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $260.9M | $251.7M | $9.2M | 6 | 1,298 |
| Apr 2024 | $209.9M | $200.6M | $9.3M | 7 | 1,201 |
| Mar 2024 | $209.9M | $200.6M | $9.3M | 7 | 1,201 |
| Mar 2023 | $167.6M | $159.8M | $7.9M | 8 | 1,692 |
| Mar 2022 | $164.9M | $161.2M | $3.7M | 8 | 1,588 |
| Jan 2022 | $230.3M | $225.6M | $4.7M | 12 | 1,689 |
| Mar 2021 | $230.3M | $225.6M | $4.7M | 12 | 1,689 |
| Jan 2021 | $117.1M | $108M | $9.1M | 11 | 936 |
| Jun 2020 | $117.1M | $108M | $9.1M | 11 | 936 |
| Mar 2020 | $117.1M | $108M | $9.1M | 11 | 936 |
DateMar 2025
Total AUM$260.9M
Discretionary$251.7M
Non-Disc.$9.2M
Employees6
Clients1,298
DateApr 2024
Total AUM$209.9M
Discretionary$200.6M
Non-Disc.$9.3M
Employees7
Clients1,201
DateMar 2024
Total AUM$209.9M
Discretionary$200.6M
Non-Disc.$9.3M
Employees7
Clients1,201
DateMar 2023
Total AUM$167.6M
Discretionary$159.8M
Non-Disc.$7.9M
Employees8
Clients1,692
DateMar 2022
Total AUM$164.9M
Discretionary$161.2M
Non-Disc.$3.7M
Employees8
Clients1,588
DateJan 2022
Total AUM$230.3M
Discretionary$225.6M
Non-Disc.$4.7M
Employees12
Clients1,689
DateMar 2021
Total AUM$230.3M
Discretionary$225.6M
Non-Disc.$4.7M
Employees12
Clients1,689
DateJan 2021
Total AUM$117.1M
Discretionary$108M
Non-Disc.$9.1M
Employees11
Clients936
DateJun 2020
Total AUM$117.1M
Discretionary$108M
Non-Disc.$9.1M
Employees11
Clients936
DateMar 2020
Total AUM$117.1M
Discretionary$108M
Non-Disc.$9.1M
Employees11
Clients936