MAGNIFINA, LLC

MAGNIFINA, LLC of BEDFORD HILLS, NY is an SEC-registered investment adviser (CRD 306005). Regulatory assets under management: $53.9M.

Registration

• CRD: 306005
• SEC file number: 801-117932
• Type: Registered investment adviser
• Location: 2 DEPOT PLAZA, SUITE 103, BEDFORD HILLS, NY, 10507
• Phone: 800-732-0818
• Latest filing: 2026-03-20
• Regulatory AUM: $53.9M
• Discretionary AUM: $52.9M
• Non-discretionary AUM: $972K
• Clients: 3
• Accounts: 52

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

Branch offices (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306005 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search