Magnus Financial Group LLC Company Profile, Contacts & Intelligence

Investment ManagementNew York, United States27 employeesFounded 2017
4 contacts with email or phone data4 with email data3 with phone data
View verified contacts Compare competitors
Employees
27
Company source estimate
Reachable Contacts
4
Visible contacts with email or phone data
Contacts With Email
4
4 of 4 visible contacts
Departments
3
Mapped contact coverage

Magnus Financial Group LLC Overview

Magnus Financial Group provides personalized services to a diverse range of clients including existing and emerging high net worth individuals, families and closely held businesses. The firm utilizes offensive and defensive financial planning approaches, encompassing asset management, risk management, tax planning, retirement income distribution and estate preservation planning. Michael S. Schwartz, President & CEO, was named by the Financial Times to the Top 400 Financial Advisor List in 2017.

Headquarters
New York, United States
Website
magnusfinancial.com
Industry
Investment Management
Founded
2017
NAICS
Other Financial Investment Activities, Portfolio Management
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
Investment Management Financial Planning Insurance | Risk Management Retirement Planning Estate Planning

Magnus Financial Group LLC Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

4 contacts with contact data
4 with email data and 3 with phone data in the visible sample.
3 departments represented
Visible contacts with email or phone data are mapped to these departments.
6 company-domain emails
Visible contacts using Magnus Financial Group LLC's company email domain.
Executive
5
Finance
2
Sales
1

Magnus Financial Group LLC People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

D
David B. Taylor, Lutcf
Director of Insurance Services
E
P
Paul F. Hoerrner Jr., Cfp®
Senior Managing Director - Wealth
EP
M
Michael Tanney, Aif®
Fiduciary Private Wealth Manager
EP
M
Michael Schwartz, Cfp®, Aep®
CEO - Wealth Management Advisor
EP

Magnus Financial Group LLC Workforce Composition

Seniority breakdown across 13 visible profiles.

Director
4
Executive
3
Individual contributor
2
Associate / junior
2
VP / Head
1
Manager
1

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