M
CRD: 169107
Magellan Financial Solutions LLC
$40.4M Total AUM
$40.4M Disc. AUM
-- 3Y CAGR
1 Employees
44 ADV. Clients
5 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Principal
- Clients
- Retail and Institutional
- Platforms
- ZenithZenith +more
- Established Date
- 04-08-2021
- Office Locations
- 1
Office Locations
13 Oakland Avenue Warwick NY
About Magellan Financial Solutions LLC
Magellan Financial Solutions is a boutique consultative wealth manager providing financial planning, customized investment management, and strategic business-development guidance for individuals and business owners. Portfolios emphasize ETF-based implementation alongside fixed income and allocation/risk management. Clients get access to a personal financial management website; accounts are custodied at Fidelity/NFS.
Team overview
58 AVG AGE
$40.4M AVG AUM / ADVISOR
$917.6K AVG AUM / CLIENT
5.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
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Asset Classes
Eagle eagle Vector capital Matrix North Pioneer Momentum Insight signal
Client Personas
Legacy ridge
Custodian
Zenith Foundation prime Frontier peak Summit frontier Catalyst
Investment Themes
Frontier Glacier Bridge prime
Investment Vehicles
Vital Summit
Platform
Peak
Services
Focus north Catalyst Peak Peak prime Insight Prime radial Zenith beacon
Technology
Harbor vector Harbor catalyst Unison summit
Owner & Executives
RAUL PETER BERINA
Chief Compliance Officer, Director, PRINCIPAL
- CRD
- #4194243
- Ownership
- 75% or more
(622) 327-4558
pioneer.oak@crestcapital.com
in linkedin.com/in/meridian-vertex
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,373,298 | $517,606 |
| Non-Discretionary | $0 | -- |
| Total | $40,373,298 | $517,606 |
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Separately Managed Accounts
Total SMA Asset: $40,373,298
Equity - Exchange:
3.8% U.S. Government/Agency:
18.8% Cash:
14.6% Corporate - Investment Grade:
19.0% Derivatives:
21.6% Municipal Bonds:
22.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $203,679,644 | 3.8% |
| U.S. Government/Agency | $1,007,678,236 | 18.8% |
| Cash | $782,558,630 | 14.6% |
| Corporate - Investment Grade | $1,018,398,218 | 19.0% |
| Derivatives | $1,157,757,974 | 21.6% |
| Municipal Bonds | $1,189,917,917 | 22.2% |
| Total | $5,359,990,619 | 100.0% |