Magnus Advisory Group, LLC is an adviser based in Northport. It manages $16.96 million of regulatory assets for 219 client accounts. It has been registered with the SEC as an adviser since 2007.
Magnus Advisory Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Magnus Advisory Group, LLC is $16.96 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Magnus Advisory Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Charles David Dickinson has been acting as President since 1 Dec 2006. Beth Elaine Dickinson joined the executive team most recently as the Vice President And Chief Compliance Officer.
The principal office where Magnus Advisory Group, LLC performs its advisory services is located at 6701 N. Matheson Road, Northport, MI 49670, which is also the mailing address of the firm. An additional office of the firm is in Okemos, MI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 231-386-5280 or by fax 231-386-5428. The normal business hours are by appointment on Monday - Friday.