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MAGNIFINA, LLC
CRD 306005File 801-117932
APPROVED
Retail clients
Custody
Filing as of Mar 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$53.9M
Bottom 25% of cohort (national)
Discretionary AUM
$52.9M
Non-discretionary $972K
Clients
13
52 accounts
Employees
3
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jan 10, 2020
- Principal office
- 2 DEPOT PLAZA, SUITE 103, BEDFORD HILLS, NY, 10507
- Phone
- 800-732-0818
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $53.9M
- Discretionary AUM
- $52.9M
- Non-discretionary AUM
- $972K
- Discretionary accounts
- 49
- Non-discretionary accounts
- 3
- Total accounts
- 52
- AUM per client
- $4.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.7M |
| High net worth individuals | Fewer than 5 | $28.4M |
| Individuals (other than high net worth individuals) | 13 | $2.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.