Magnus Financial Group LLC
● SEC registered since 2017CRD 289423SEC# 801-111093New York, NY
Reg. AUM
$2.33B
Employees
24
Accounts
4,782
Location
New York, NY
Magnus Financial Group LLC assets under management
Magnus Financial Group LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2017. It reports $2.3 billion in regulatory assets under management and employs 24 people.
Magnus Financial Group LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David H. Harrison Control | Chief Compliance Officer | Under 5% | 2017 |
| Louis V. Sorsaia Control | Chief Operating Officer | Under 5% | 2019 |
| Magnus Financial Holdings, LLC Control | Owner | Over 75% | 2017 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Magnus Financial Group LLC manage?
Magnus Financial Group LLC reports $2.3 billion in regulatory assets under management on its Form ADV.
How many employees does Magnus Financial Group LLC have?
Magnus Financial Group LLC reports 24 employees.
Where is Magnus Financial Group LLC located?
Magnus Financial Group LLC is based in New York, NY and has been SEC-registered since 2017.
Does Magnus Financial Group LLC disclose fund performance?
Magnus Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 90 Park Avenue, Suite 1800, New York, NY 10016 |
| Phone | 800-339-1367 |
| Fax | 212-202-7670 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$2.33B▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
EmployeesTop 21%
More than 79% of 16,825 advisers
Assets under management
$2.33Bregulatory AUM
Discretionary $2.19BNon-discretionary $132.5M