This Client Relationship Summary is designed to assist retail investors with the process of deciding whether or not to open an account with us.
This brochure explains how our business works, our policies, and your rights as our client. We aimed to write it in plain language and for it to be helpful and easy to understand.
This brochure supplement provides background information about the team responsible for managing your investment portfolio.
Investment advice offered through Magnifina, LLC, a Registered Investment Adviser. SEC# 801-117932. This website and information are provided for guidance and information purposes only and are not intended to provide investment, tax, or legal advice. No historical or future performance claims are made. Please consult a qualified professional before making decisions about your financial situation or otherwise using any specific information contained herein.
Any linked materials are provided strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided at these websites. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are viewing.
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