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Magnolia Financial Planning Services
MAGNOLIA FINANCIAL PLANNING SERVICES, INC. is an SEC-registered investment adviser in SENECA, SC, registered since 2018. The firm manages approximately $226...
Magnolia Financial Planning Services
MAGNOLIA FINANCIAL PLANNING SERVICES, INC. is an SEC-registered investment adviser in SENECA, SC, registered since 2018. The firm manages approximately $226 million in assets. It has 4 employees and 3 investment advisers.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
Frequently asked questions
What services does Magnolia Financial Planning Services provide?
Based on its registration and corporate name, the firm provides financial planning and investment advisory services to individuals. Typical offerings for a firm of this structure include retirement planning, portfolio management using publicly traded securities, tax-efficient withdrawal strategies, and insurance needs analysis. There is no public record of institutional consulting or direct alternative investment sourcing.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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