What departments does Magnus Financial Group LLC have?

Magnus Financial Group LLC has employees across 2 departments including Research, Banking.

What is the largest department at Magnus Financial Group LLC?

The largest department at Magnus Financial Group LLC is Research with 1 employees.

Where are Magnus Financial Group LLC employees located globally?

Magnus Financial Group LLC has employees across 1 continents and 1 countries including United States Of America.

How has Magnus Financial Group LLC's team size changed over time?

Magnus Financial Group LLC's team has grown from approximately 26 to 27 employees based on available data.

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Magnus Financial Group LLC Employee Directory

Investment ManagementNew York, United States11-50 Employees

Magnus Financial Group LLC is an investment management firm based in New York, delivering tailored financial services to a diverse client base that includes current and aspiring high net worth individuals, families, and closely held businesses. The firm employs a comprehensive planning framework that integrates asset management, risk mitigation, tax planning, retirement income distribution, and estate preservation. Its president and CEO, Michael S. Schwartz, was named to the Financial Times' Top 400 Financial Advisor List in 2017.

Operating from 280 Park Avenue, New York, Magnus positions itself as a mid-sized participant within the investment management industry. In January 2026, the company announced the appointment of Jake Blum as vice president and wealth management advisor, reflecting ongoing growth of its advisory team.

Magnus Financial Group LLC Global Highlights

North America
39

United States Of America
39

Magnus Financial Group LLC's Leadership

S. H.
Senior Managing Director
Mobile Phone
Email
M. H.
Investment Research Associate
Mobile Phone
Email
C. W.
Financial Advisor
Mobile Phone
Email
J. N.
Finance Intern
Mobile Phone
Email

Magnus Financial Group LLC Employee Metrics

100%

50%

2026

2025

Banking
Finance
Business
Legal
Accounting
Other
Consultant

Contact profiles from Magnus Financial Group LLC

Name

Title

Contact Info

Location

Last Update

S. H.
Senior Managing Director
Mobile Phone
Email
Oct 23, 2024
M. H.
Investment Research Associate
Mobile Phone
Email
Jul 31, 2026
C. W.
Financial Advisor
Mobile Phone
Email
Oct 18, 2024
J. N.
Finance Intern
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Magnus Financial Group LLC known for?

Magnus Financial Group LLC was founded in 2017 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-646-690-****

. Explore Magnus Financial Group LLC's company overview page for more information.

What is Magnus Financial Group LLC's most common email format?

Magnus Financial Group LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Magnus Financial Group LLC email formats with LeadIQ.

How many employees does Magnus Financial Group LLC have currently?

Magnus Financial Group LLC has approximately 25 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Magnus Financial Group LLC's key employees and leadership?

As of July 2026, Magnus Financial Group LLC's key employees include:

Senior Managing Director: S. H.
Investment Research Associate: M. H.
Financial Advisor: C. W.
Finance Intern: J. N.

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Magnus Financial Group LLC Employee Directory

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