M
$2.9M Total AUM
$2.9M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Oak
- Established Date
- 03-26-2025
- Office Locations
- 1
Office Locations
-- Holland MI
About Magna Advisors
Magna Advisors is a Holland-based RIA. The firm has been operating for 1 years. Managing $2.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$2.9M AVG AUM / ADVISOR
$107.2K AVG AUM / CLIENT
1.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Crest Peak beacon Peak north
Client Personas
Harbor
CRM
Frontier
Investment Themes
Summit capital Glacier Pioneer
Investment Vehicles
Capital
Platform
Unison
Services
Peak atlas North Focus bridge Foundation Capital Frontier eagle Pioneer zenith Frontier radial
Technology
Ember radial
Owner & Executives
Joel Genzink
Chief Compliance Officer, Financial Advisor, Owner
- CRD
- #7853948
- Ownership
- 75% or more
(832) 698-6507
catalyst.timber@vitalcapital.com
in linkedin.com/in/horizon-timber
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,894,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,894,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,894,000
Equity - Exchange:
28.2% Cash:
37.1% Derivatives:
34.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,103,715,946 | 28.2% |
| Cash | $1,452,051,830 | 37.1% |
| Derivatives | $1,358,118,557 | 34.7% |
| Total | $3,913,886,333 | 100.0% |