stars 1 stars 2 stars 3

Magnus Financial Group LLC Information

View Top Employees from Magnus Financial Group LLC

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.

Website http://www.magnusfinancial.com
Revenue $3 million
Employees 27 (23 on RocketReach)
Founded 2017
Address 280 Park Ave, New York, New York, US
Phone (646) 813-7001
Fax (212) 202-7670
Industry Investment Management, Finance General, Finance
Keywords High Net Worth, Wealth Management, Personalized Financial Services, Financial Planning, Wealth Preservation, Investment Management, Financial Advisory, Financial Consulting, Estate Planning, Family Office, Tax Planning, Investment Advisory, Risk Management, Asset Allocation, Retirement Planning, Alternative Investments, Portfolio Management, Business Succession Planning, Insurance Planning, Philanthropic Planning
Competitors Morgan Stanley, Goldman Sachs, Fidelity Investments, Vanguard, T. Rowe Price, Raymond James, J.P. Morgan, American Funds, Edward Jones, Schwab Advisor Services +43 more (view full list)
SIC SIC Code 628 Companies, SIC Code 62 Companies
NAICS NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies

Magnus Financial Group LLC Questions

The Magnus Financial Group LLC annual revenue was $3 million in 2026.

Michael Schwartz is the CEO | Wealth Management Advisor of Magnus Financial Group LLC.

23 people are employed at Magnus Financial Group LLC.

Magnus Financial Group LLC is based in New York, New York.

The NAICS codes for Magnus Financial Group LLC are [5239, 52393, 523, 52].

The SIC codes for Magnus Financial Group LLC are [628, 62].

Top Magnus Financial Group LLC Employees

View Similar People

Related Companies

Leveraged Commentary & Data (LCD)
36,436
$721.3m
Five Rings LLC
228
$34.4m
Propeller Industries
111
$41.7m
OpenFin
148
$1b
Pagaya
464
$891.5m
Searchlight Capital Partners
146
$21.5m
Axoni
54
$27.3m
Ava Labs
522
Even Financial
117
$18m
Oberon Securities, LLC
81
$6.3m
DRA Advisors LLC
108
$47.3m
Visible Alpha
255
$182.8m
J. Goldman & Co., L.P.
108
$35.4m
Stonepeak
390
$5m
Morning Brew
219
$50m
Napier Park Global Capital
157
$3.8b
Dwight Asset Management, a Goldman Sachs Company
15
$53.6b
Perceptive Advisors
55
$16m
LifeSci Advisors, LLC
84
$25.9m
Dorilton Capital
18
$7.2m
Learn More
How It Works
get free account
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups.
search page
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies – all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
get contact page
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.
G2 Leader Spring 2026 G2 Best Est ROI Mid Market Spring 2026 G2 Easiest Admin Mid Market Spring 2026 G2 Most Implementable Spring 2026 G2 Best Results Mid Market Spring 2026 G2 Lead Capture Mid Market Spring 2026 Inc Fastest Growing Private Companies 2026 Inc Best Workplace 2025
g2crowd
G2Crowd Trusted
chromestore
300K+ Plugin Users