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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 $$118,414,724 in assets under management and provides investment advisory services for 596 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial Planning, Portfolio Management for Individuals, Selection of Other Advisors

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

297598

SEC#:

801-122653

No. of Clients:

596

Assets under Management

$118,414,724

No. of Advisors:

4

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