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MAGNUS FINANCIAL GROUP LLC

NEW YORK, NY · CRD 289423 · IAPD ↗ · 800-339-1367

$2.33BRegulatory AUM
15Advisory reps
24Employees
0Clients
More than 500Planning clients
0Private funds
26States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2025 — MAGNUS FINANCIAL GROUP LLC's Item 11 disclosure-reporting entries rose by 1 (1 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
49
April 2024 — MAGNUS FINANCIAL GROUP LLC notice-filed in LA, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2024 — MAGNUS FINANCIAL GROUP LLC grew from 9 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.