Private Market View

MAGNOLIA FINANCIAL PLANNING SERVICES, INC.

Hedge fund · SENECA, SC

AUM
Portfolio companies
Recorded deals
Last investment

Key facts

  • MAGNOLIA FINANCIAL PLANNING SERVICES, INC. is a hedge fund based in SENECA, SC.

Registered with the SEC

Form ADV · 2026-03 · CRD 135759
Regulatory AUM
Private fund assets
$8.8M
Private funds
1 · 1 hedge
Staff
4
Registered office
SENECA, SC
SEC status
Approved

Source: SEC Investment Adviser Public Disclosure, Form ADV.

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Portfolio

Portfolio — not yet on record

No portfolio companies for MAGNOLIA FINANCIAL PLANNING SERVICES, INC. are on record yet. Positions surface from round participations, filings, and coverage.

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