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Magnolia Capital Advisors LLC

EST. AUM
$1,691,479,335

CONTACTS
1

CLIENT ACCOUNTS
4,324

Firm Details

Metro area Jackson, MS
CRD Number 298398
Website magcapadvisors.com
Client types

Overview

The company emphasizes integrity in all aspects of its operations. Clients receive recommendations that prioritize their goals rather than compensation. It combines traditional investment principles with institutional-quality solutions to create investment portfolios suited to individual risk tolerances. Throughout the process, the company ensures that plans meet clients' specific needs by actively listening to their input.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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