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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-01-2013
- Office Locations
- 1
Office Locations
About Magis Management, LLC
Magis Management, LLC is a Milwaukee-based registered investment adviser providing discretionary asset management, portfolio construction, and wealth planning for retail clients. The firm emphasizes ETF-based implementation (with additional use of mutual funds and related risk management tools) and maintains accounts through Interactive Brokers. Its website provides client intake and ADV documents, supporting a compliance-forward onboarding process.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
PETER JAMES MERKEL
Chief Compliance Officer, Managing Member
- CRD
- #6262229
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,710,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,710,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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