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MAGNIFI

BOULDER, CO · CRD 309397 · IAPD ↗ · play.google.com · 888-807-4066

$2.1MRegulatory AUM
2Advisory reps
35Employees
0Clients
n/aPlanning clients
0Private funds
52States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — MAGNIFI shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
42
April 2025 — MAGNIFI notice-filed in AK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — MAGNIFI's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2025 — MAGNIFI LLC is now doing business as MAGNIFI.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

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