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MAGNOLIA WEALTH MANAGEMENT LLC

Tel: (334) 699-4036
1535 Honeysuckle Road
Dothan, Alabama  36305

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MAGNOLIA WEALTH MANAGEMENT LLC

MAGNOLIA WEALTH MANAGEMENT LLC is a Dothan, Alabama based financial advisory firm with nearly $158,094,861 in assets under management and provides investment advisory services for 828 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

297598

SEC#:

801-122653

No. of Clients:

828

Assets under Management

$158,094,861

No. of Advisors:

2

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