Magnolia Private Wealth, LLC
Magnolia Private Wealth, LLC (CRD# 324102) is a financial advisory firm headquartered in Philadelphia, PA. They manage $110,689,645 in 375 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management111MILLION
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Total Number of Accounts375ACCOUNTS
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Average Account Value$295,172
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CT, FL, NH, NJ, NY, PA
John Fischer (CRD# 6295604) is an Investment Advisor Representative working at Magnolia Private Wealth, LLC in Philadelphia, PA and has over 10 years of experience in the finance industry.
Larry Peery (CRD# 6717172) is an Investment Advisor Representative working at Magnolia Private Wealth, LLC in Philadelphia, PA and has over 8 years of experience in the finance industry.
Noah Schwartz (CRD# 3093620) is an Investment Advisor Representative working at Magnolia Private Wealth, LLC in Newtown, CT and has over 20 years of experience in the finance industry.