Magnifi is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boulder, CO. Its latest Form ADV filing, dated March 30, 2026, reports $2M in regulatory assets under management, 35 employees, and 7,648 accounts.
Assets Under Management
$2M
Employees
35
Offices
--
Total Clients
7,648
Primary office
BOULDER, CO
2440 JUNCTION PLACE, SUITE 300, BOULDER, CO, United States
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
7,648
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2Mas of March 30, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$2M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2M
Total Accounts7,648
10Y AUM Change+$2M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees35
Clients per Employee219:1
10Y Employee Change+13 (+59.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.