MAGNUM FINANCIAL

MAGNUM FINANCIAL is an SEC-registered investment adviser (CRD 152081). Regulatory assets under management: $14.1M.

Registration

• CRD: 152081
• Type: Registered investment adviser
• Phone: 707-996-9664
• Latest filing: 2026-03-16
• Regulatory AUM: $14.1M
• Discretionary AUM: $14.1M
• Clients: 1
• Accounts: 103

Business model

Compensation: % of AUM, Hourly, Fixed, Subscription.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152081 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search