This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- American Funds ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Crest
- Established Date
- 07-14-2016
- Office Locations
- 3
Office Locations
About Magnate Advisory Services, LLC
Magnate Advisory Services (Magnate Wealth Management) provides evidence-based investment management for individuals and institutions, grounded in academic research and behavioral discipline in global markets. The firm also advises on 401(k) plan design and investment menus for businesses. Portfolios incorporate ETFs, mutual funds, and investment-grade fixed income; custody includes Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRENT ALLEN GORTER
SENIOR PARTNER, Wealth Advisor
- CRD
- #4544306
- Ownership
- 50% but less than 75%
JAMES CURRY NICHOLSON JR.
Chief Compliance Officer, Managing Partner
- CRD
- #5313260
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
JOHN STERLING DENHAM
Wealth Advisor
- CRD
- #5389640
BRENTON E DITTO
--
- CRD
- #4779103
Prime horizon
Value zenith prime
- CRD
- #94351
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $304,249,134 | $136,741 |
| Non-Discretionary | $9,882,091 | $2,470,523 |
| Total | $314,131,225 | $140,929 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $314,131,225
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,310,222,643 | 20.6% |
| Public Funds | $1,183,016,561 | 18.6% |
| Corporate - Investment Grade | $1,119,413,520 | 17.6% |
| Cash | $508,824,327 | 8.0% |
| Municipal Bonds | $2,238,827,040 | 35.2% |
| Total | $6,360,304,091 | 100.0% |