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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-10-2020
- Office Locations
- 1
Office Locations
About Magnifina, LLC
Magnifina, LLC is a New York–based investment advisory firm providing personalized wealth management, including financial planning, portfolio implementation, and ongoing progress reviews with an emphasis on risk management and disciplined, long-term investing in high-quality securities. Portfolios appear ETF-centric in its SMA allocations, and the firm works with custodians including Charles Schwab and Interactive Brokers. Its published insights have been featured in outlets such as MarketWatch and Yahoo Finance.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Asher Rogovy
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #7189263
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,925,795 | $1,080,118 |
| Non-Discretionary | $972,429 | $324,143 |
| Total | $53,898,224 | $1,036,504 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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