MAGNOLIA FINANCIAL PLANNING SERVICES, INC. of SENECA, SC is an SEC-registered investment adviser (CRD 135759). Regulatory assets under management: $225.7M.
Compensation: % of AUM, Hourly, Performance.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Robby Thomas Bryant | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| Jason Sidney White | VICE-PRESIDENT | — |
| BRYANT ROBBY THOMAS | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| LANDRY PATRICIA ANN | VICE-PRESIDENT | — |
| BRYANT ROBBY | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| WHITE JASON SIDNEY | VICE-PRESIDENT | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| VERIDOS INCOME STABILITY FUND LP | Hedge Fund | Delaware | 3 | $8.8M | $100K |