Magnus Financial Group Revenue

Investment Management • Manhattan, New York, United States • 21-50 Employees

Magnus Financial Group revenue & valuation

Annual revenue	$2,309,985
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$7,400,000
Total funding	No funding

Key Contacts at Magnus Financial Group

Michael Schwartz

Ceo | Wealth Management Advisor

Michael Tanney

Senior Managing Director

David B. Taylor

Director Of Insurance Services

Paul F. Hoerrner

Senior Managing Director | Wealth Management Advisor | Certified Financial Planner™ Professional

Drew J. Collins

Senior Managing Director

Sharon Hayut

Senior Managing Director

Ronald Deutsch

Senior Managing Director

Shannel Leow

Director Of Investment Operations

Michael Fleming

Director Of New Business - Ny

Company overview

Headquarters	Manhattan, New York, United States
Phone number	+18003391367
Website	magnusfinancial.com
NAICS	5231
SIC	628
Keywords	Retirement Planning, Financial Planning, Estate Planning, Investment Management, Insurance \| Risk Management
Founded	2017
Employees	21-50
Socials

Magnus Financial Group Email Formats

Magnus Financial Group uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@magnusfinancial.com), used 72.7% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@magnusfinancial.com	72.7%
{first name}.{last name}	john.doe@magnusfinancial.com	27.3%

About Magnus Financial Group

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.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

C-Suite

Entry

Vice President

Employees by Department

Magnus Financial Group has 20 employees across 6 departments.

Departments

Number of employees

Funding Data

Magnus Financial Group has never raised funding before.

Magnus Financial Group Tech Stack

Discover the technologies and tools that power Magnus Financial Group's digital infrastructure, from frameworks to analytics platforms.

MediaElement.js

Video players

reCAPTCHA

Security

SiteGround

Hosting

mOxie

JavaScript libraries

Underscore.js

JavaScript libraries

Slick

JavaScript libraries

Site Kit

Analytics

Vimeo

Video players

jQuery UI

JavaScript libraries

Google Maps

Maps

Animate.css

UI frameworks

Twenty Sixteen

WordPress themes

Frequently asked questions

Magnus Financial Group is located in Manhattan, New York, US.

You can reach Magnus Financial Group at +18003391367.

Magnus Financial Group generates an estimated annual revenue of $2,309,985. This revenue figure reflects the company's market position and business performance in its industry.

Magnus Financial Group has an estimated valuation of $7,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Magnus Financial Group was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.

Magnus Financial Group has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Magnus Financial Group

Michael Schwartz

Ceo | Wealth Management Advisor

Michael Tanney

Senior Managing Director

David B. Taylor

Director Of Insurance Services

Paul F. Hoerrner

Senior Managing Director | Wealth Management Advisor | Certified Financial Planner™ Professional

Drew J. Collins

Senior Managing Director

Sharon Hayut