Magnus Advisory Group, LLC (Northport)

Magnus Advisory Group, LLC is an adviser based in Northport. It manages $16.96 million of regulatory assets for 219 client accounts. It has been registered with the SEC as an adviser since 2007.

Magnus Advisory Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Magnus Advisory Group: assets under management

The assets under management (AUM) of Magnus Advisory Group, LLC is $16.96 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $16.96 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $77.44 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Magnus Advisory Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Magnus Advisory Group, LLC

Charles David Dickinson has been acting as President since 1 Dec 2006. Beth Elaine Dickinson joined the executive team most recently as the Vice President And Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charles David Dickinson	President	1 Dec 2006	75% - 100%	1688810
Beth Elaine Dickinson	Vice-president and chief compliance officer	1 Dec 2006	Other	2859731

Based in Northport

The principal office where Magnus Advisory Group, LLC performs its advisory services is located at 6701 N. Matheson Road, Northport, MI 49670, which is also the mailing address of the firm. An additional office of the firm is in Okemos, MI. It doesn’t run an office outside of the United States.