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Magnifi

Adviser in Boulder, CO

SEC registeredNo commissions reported

Call (888) 807-4066Send a messageMap ↗

Public-record details

Address
1166 Pearl Streey, Boulder, CO 80302
Phone
(888) 807-4066
Legal name
Magnifi LLC
CRD number
309397
Registration
SEC registered since 2020-07-01
Compensation (Form ADV 5.E)
Other (Fixed Subscription Fees)
Commissions
None reported (Form ADV Item 5.E)
Regulatory assets under management
$2.1 million
Accounts managed
7,648
Clients reported (Form ADV 5.D)
7,648
Individual / high-net-worth clients
7,648 / 0
Employees
35
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
Yes — see IAPD for details
Latest Form ADV filing
2026-07-16

SEC registered investment adviser, CRD 309397, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. A “Yes” for disclosures is a public-record fact from Form ADV Item 11; it can relate to the firm or its advisory affiliates, can be old, and does not by itself describe the outcome. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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