Magellan Financial Solutions
Financial Services • 
Warwick, New York, United States • 1-10 Employees
Company overview
| Headquarters | 13 Oakland Avenue, Warwick, New York 10990, US |
| Phone number | +18459869717 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Strategic Business Development, Financial Planning, Investment Management |
| Employees | 1-10 |
Key Contact at Magellan Financial Solutions
Raul Berina
Principal/Owner
Magellan Financial Solutions Email Formats
Magellan Financial Solutions uses 1 email format. The most common is {first initial} (e.g., j@magellanfinancialsolutions.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@magellanfinancialsolutions.com | 100% |
About Magellan Financial Solutions
Magellan Financial Solutions is a New York State Registered Investment Advisor that provides Wealth Management Solutions to Individuals, Trusts and Estates, Charitable Organizations, and Profit-Sharing Plans. As an independent and fee only company, our goal is to provide expertise that is impartial and avoid conflicts with regard to investment analysis and advice. We work directly with clients on a fee only basis and held to a high level of a fiduciary standard. We work solely for our clients, and are compensated only by them. We do not sell products, get paid a commission, nor accept or give referral fees. At Magellan Financial Solutions, we believe in self-empowerment. We emphasize and encourage our clients to be informed, educated, and involved throughout the relationship.
Magellan Financial Solutions revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Magellan Financial Solutions has never raised funding before.
Magellan Financial Solutions Tech Stack
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Denmark
Austria
United Kingdom
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