Magnolia Financial Planning Services, Inc., SC — Investment Adviser | BuildTrust

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MAGNOLIA FINANCIAL PLANNING SERVICES, INC.

Investment AdviceSENECA, SC

Assets Under Management

$191.5M

Total AUM

Donut chart: Discretionary 191.5M
Category	Value
Discretionary	191.5M

Adviser Information

Field	Value
CRD Number	135759
SEC Number	801-114454
Street Address	414 OLD CLEMSON HIGHWAY
Location	SENECA, SC 29672
Country	United States
Phone	864-886-9766
Fax	864-886-9767
Total Employees	4

Client Count by Type (252 Total)

Horizontal bar chart: Individuals (other than H… 171, High Net Worth Individual… 80, Pooled Investment Vehicle… 1
Category	Value
Individuals (other than H…	171
High Net Worth Individual…	80
Pooled Investment Vehicle…	1