Insights

Growth Hiring Magnus Financial Group LLC has recently expanded its leadership by hiring a Vice President and wealth management advisor, indicating ongoing growth and potential need for enhanced client acquisition support, marketing services, and institutional partnership opportunities.

Strategic Treasury The firm actively engages in asset selection and portfolio construction across technology, healthcare, and industrials through stakes in AMD, Lam Research, ESSA Pharma, and Vertiv, suggesting opportunities for advanced research, analytics, and private market collaboration.

Tech Stack Their digital footprint leverages modern CMS and security tools (WordPress, Joomla, Sucuri, Varnish) and customer engagement platforms (Drift, Brevo), signaling a potential need for website optimization, data hygiene, marketing automation, and cybersecurity services.

Leadership Recognition CEO Michael S. Schwartz’s inclusion on the Financial Times Top 400 Financial Advisor List in 2017 highlights executive credibility and an openness to strategic partnerships, coaching, and high-net-worth client programs.

Revenue Surface With reported revenue in the range of $50M to $100M and a growing team size, Magnus presents an opportunity for scalable service offerings in wealth operations, regulatory/compliance support, and fintech-enabled efficiency solutions.

Magnus Financial Group LLC Tech Stack

Magnus Financial Group LLC uses 8 technology products and services including Varnish, Sucuri, Joomla, and more. Explore Magnus Financial Group LLC's tech stack below.

Varnish

Caching

Sucuri

Content Delivery Network

Joomla

Content Management System

WordPress

Content Management System

imagesLoaded

Javascript Libraries

Brevo

Live Chat

Drift

Live Chat

HTTP/3

Web & Portal Technology

Magnus Financial Group LLC Email Formats	Example	Percentage
First.Last@magnusfinancial.com	John.Doe@magnusfinancial.com	83%
Last@magnusfinancial.com	Doe@magnusfinancial.com	17%

Magnus Financial Group LLC Email Formats

Example

Percentage

First.Last@magnusfinancial.com

John.Doe@magnusfinancial.com

83%

Last@magnusfinancial.com

Doe@magnusfinancial.com

17%

Frequently Asked Questions

What is Magnus Financial Group LLC's phone number?

You can contact Magnus Financial Group LLC's main corporate office by phone at

+1-646-690-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Magnus Financial Group LLC's official website and social media links?

Magnus Financial Group LLC's official website is magnusfinancial.com and has social profiles on LinkedIn.

How much revenue does Magnus Financial Group LLC generate?

As of October 2026, Magnus Financial Group LLC's annual revenue is estimated to be $50M - $100M.

What is Magnus Financial Group LLC's NAICS code?

Magnus Financial Group LLC's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Magnus Financial Group LLC have currently?

As of October 2026, Magnus Financial Group LLC has approximately 24 employees across 1 continents, including North America. Key team members include Senior Managing Director: S. H., Investment Research Associate: M. H. and Financial Advisor: C. W. Explore Magnus Financial Group LLC's employee directory with LeadIQ.

What industry does Magnus Financial Group LLC belong to?

Magnus Financial Group LLC operates in the Investment Management industry.

What technology does Magnus Financial Group LLC use?

Magnus Financial Group LLC's tech stack includes Varnish, Sucuri, Joomla, WordPress, imagesLoaded, Brevo, Drift and HTTP/3.

What is Magnus Financial Group LLC's email format?

Magnus Financial Group LLC's email format typically follows the pattern of First.Last@magnusfinancial.com. Find more Magnus Financial Group LLC email formats with LeadIQ.

When was Magnus Financial Group LLC founded?

Magnus Financial Group LLC was founded in 2017.

Magnus Financial Group LLC

Q: How many employees does Magnus Financial Group LLC have currently?

Magnus Financial Group LLC has approximately 24 employees.

Q: What technology does Magnus Financial Group LLC use?

Magnus Financial Group LLC's tech stack includes JotForm, Cloudflare DNS, Google Search Console, Slick, PHP.

Q: What is Magnus Financial Group LLC's NAICS code?

Magnus Financial Group LLC's NAICS code is 5239 (Other Financial Investment Activities).

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.

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