THE MAGNOLIA GROUP, LLC
OMAHA, NE · CRD 171102 · IAPD ↗ · 402-509-8456
$710.6MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status
Filing changes
28
May 2024 — THE MAGNOLIA GROUP, LLC filed an Item 4A succession naming THE MAGNOLIA GROUP, LLC (CRD 171102) — an entity change, not a deal.
Integration & migration consultingCompliance
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.