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MAGNIFINA, LLC

BEDFORD HILLS, NY · CRD 306005 · IAPD ↗ · 800-732-0818

$53.9MRegulatory AUM
1Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2025 — MAGNIFINA, LLC moved its main office from NEW YORK, NY to BEDFORD HILLS, NY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
August 2025 — MAGNIFINA, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
62
April 2025 — MAGNIFINA, LLC reported RAUM up 37% ($39.3M -> $53.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2024 — MAGNIFINA, LLC reported RAUM up 27% ($31.0M -> $39.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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