$14.1M Total AUM
$14.1M Disc. AUM
-- 3Y CAGR
1 Employees
52 ADV. Clients
16 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Fidelity/NFS · TD Ameritrade · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-08-2010
- Office Locations
- 1
Office Locations
-- Sonoma CA
About Magnum Financial
Magnum Financial is a Sonoma, CA wealth management firm focused on individuals and families navigating inheritances and other major financial transitions. The team provides inheritance and comprehensive financial planning, tax- and beneficiary-aware guidance, retirement planning, and evidence-based investment management to turn windfalls into long-term security while balancing family and legacy considerations. Led by owner Stephen B. Bossio.
Team overview
61 AVG AGE
$14.1M AVG AUM / ADVISOR
$271.9K AVG AUM / CLIENT
16.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Open the full profile to inspect shifts in ember beacon.
Open the full profile to inspect shifts in oak vital.
Open the full profile to inspect shifts in legacy meridian.
Unlock to see real insight on beacon oak.
Open the full profile to inspect shifts in unison radial.
Open the full profile to inspect shifts in alpha pathway.
Unlock to see real insight on crest element momentum.
Unlock to see real insight on harbor radial.
Asset Classes
Optima Signal prime Optima Unison
Client Personas
Vital peak
Custodian
Legacy Oak Beacon vital North
Investment Themes
Wave unison Value Quantum catalyst Legacy Vertex north Timber
Investment Vehicles
Focus bridge
Services
Frontier capital Pathway fusion Quantum matrix Vital insight Harbor Signal ridge Foundation Beacon Vital Unison quantum
Owner & Executives
S
STEPHEN B BOSSIO
Financial Consultant, Owner
- CRD
- #4586514
- Ownership
- 75% or more
(592) 303-9077
alpha.element@ridgecapital.com
in linkedin.com/in/optima-timber
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,137,050 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,137,050 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $14,137,050
Equity - Exchange:
22.1% Cash:
32.5% Public Funds:
45.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $636,798,182 | 22.1% |
| Cash | $936,467,915 | 32.5% |
| Public Funds | $1,308,173,642 | 45.4% |
| Total | $2,881,439,739 | 100.0% |