$2.1M Total AUM
$0 Disc. AUM
312.6% 3Y CAGR
35 Employees
7,648 ADV. Clients
8 yrs Firm Age
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- Custodian
- Apex · Etrade · Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-2018
- Office Locations
- 1
Office Locations
2440 Junction Place Suite 300 Boulder CO
About Magnifi
MAGNIFI is a Boulder, CO investment advisory firm serving retail clients. The team provides portfolio construction and risk management with an emphasis on ETF- and index-oriented strategies, alongside mutual funds and select emerging-markets and alternative exposures. Operates across major custodians including E*TRADE and Morgan Stanley, and supports compliant client communications via Global Relay.
Team overview
-- AVG AGE
$1.1M AVG AUM / ADVISOR
$277 AVG AUM / CLIENT
4.3 yrs AVG TENURE
35 Employees
2 Advisory Reps
0 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Wave vector
Investment Themes
Catalyst Legacy Signal peak
Investment Vehicles
Eagle
Services
Bridge radial
Owner & Executives
H
Harshendu Damodar Bindal
Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
(286) 323-4051
glacier.vector@horizoncapital.com
in linkedin.com/in/harbor-vertex
VINAY BALAGOPAL NAIR
Advisor, Chairman
- CRD
- --
- Ownership
- Less than 5%
(898) 709-5911
insight.prime@peakcapital.com
in linkedin.com/in/delta-optima
C
Crest optima
Zenith capital
- CRD
- #25429
- Ownership
- 20.1%
(448) 497-5417
vector.horizon@elementcapital.com
in linkedin.com/in/insight-vital
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,115,520 | $277 |
| Total | $2,115,520 | $277 |
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Separately Managed Accounts
Total SMA Asset: $2,115,520
Equity - Exchange:
46.4% Cash:
10.7% Public Funds:
42.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,161,254,398 | 46.4% |
| Cash | $498,392,717 | 10.7% |
| Public Funds | $1,998,228,742 | 42.9% |
| Total | $4,657,875,857 | 100.0% |