Magnolia Wealth Management, LLC

EST. AUM
$183,287,342

CONTACTS
2

CLIENT ACCOUNTS
920

Firm Details

Metro area Montgomery
CRD Number 297598
Website magnoliawm.com
Client types

Overview

The company develops and implements financial plans based on clients' goals. They present analyses and recommendations to clients and work together to monitor progress and make necessary adjustments. Regular meetings are scheduled to assess progress towards achieving financial objectives.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Magnolia Wealth Management, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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