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MAGNIFI

Legal name: MAGNIFI LLC

CRD 309397File 801-119004
APPROVED
Retail clients
Disclosure events
Filing as of Jul 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.1M
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $2.1M
Clients
7,648
7,648 accounts
Employees
35
Bottom 25% of cohort in CO

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
DRO
Registration date
Jul 1, 2020
Principal office
1166 PEARL STREEY, BOULDER, CO, 80302
Phone
888-807-4066

Assets & accounts

ADV Item 5F
Total regulatory AUM
$2.1M
Discretionary AUM
$0
Non-discretionary AUM
$2.1M
Discretionary accounts
0
Non-discretionary accounts
7,648
Total accounts
7,648
AUM per client
$277

Clients by type

ADV Item 5D
Client typeClientsAUM
Individuals (other than high net worth individuals)7,648$2.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described)FIXED SUBSCRIPTION FEES

Advisory activities

  • Other advisory activities

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11
  • Q11E2

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.