Magellan Financial Solutions LLC
● SEC registered since 2024CRD 169107SEC# 801-129921Warwick, NY
Reg. AUM
$40.4M
Employees
1
Accounts
78
Location
Warwick, NY
Magellan Financial Solutions LLC assets under management
Magellan Financial Solutions LLC is a registered investment adviser overseen by the SEC based in Warwick, NY. The firm has been registered since 2024. It reports $40.4 million in regulatory assets under management and employs 1 people.
Magellan Financial Solutions LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Raul Peter Berina Control | Principal And Chief Compliance Officer | Over 75% | 2009 |
Frequently asked questions
How much does Magellan Financial Solutions LLC manage?
Magellan Financial Solutions LLC reports $40.4 million in regulatory assets under management on its Form ADV.
How many employees does Magellan Financial Solutions LLC have?
Magellan Financial Solutions LLC reports 1 employees.
Where is Magellan Financial Solutions LLC located?
Magellan Financial Solutions LLC is based in Warwick, NY and has been SEC-registered since 2024.
Does Magellan Financial Solutions LLC disclose fund performance?
Magellan Financial Solutions LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 13 Oakland Avenue, Warwick, NY 10990 |
| Phone | 845-986-9717 |
| Office hours | By Appointment Only |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$40.4M▲ 24%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$40.4Mregulatory AUM
Discretionary $40.4M