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Magnolia Lane Financial Advisors, LLC (Riverside)


Magnolia Lane Financial Advisors, LLC is an adviser based in Riverside. It manages $18.28 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Connecticut.

Magnolia Lane Financial Advisors provides portfolio management for individuals and small businesses and pension consulting 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.

Magnolia Lane Financial Advisors: assets under management

The assets under management (AUM) of Magnolia Lane Financial Advisors, LLC is $18.28 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 $18.28 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.05 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Magnolia Lane Financial Advisors, 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.

Based in Riverside

The principal office where Magnolia Lane Financial Advisors, LLC performs its advisory services is located at 1117 East Putnam Avenue #230, Riverside, CT 06878, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 443-812-0547. The normal business hours are by appointment only on Monday - Friday.


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