Magis Advisory Group

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

1422 Euclid Ave Ste 630, Cleveland, Ohio...

Phone Number

(440) 934-4102

Revenue

$15.5 Million

Industry

Finance Insurance Business Services Securities Trading Human Resources Management Systems (HRMS)
ZI Rank: 2
Signal Type
Feb
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May
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Jul
ZI Rank
2
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2
1
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2

About Magis Advisory Group

Magis Advisory Group is a trusted advisory firm dedicated to helping individuals, families, and businesses achieve lasting financial confidence. Through personalized guidance in employee benefits, retirement planning, wealth management, and business consulting, the firm delivers thoughtful strategies, meaningful relationships, and solutions designed to support long term success and peace of mind.Explore more
Magis Advisory Group's Social MediaPopular SearchesMagis Advisory Group LLCMagis Advisory GroupMagis Private Wealth Management LLCSIC Code 87,874NAICS Code 54,541Show more

Magis Advisory Group Org Chart

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MR
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Vice President, Finance & Administration

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Plans & Financial Services Director, Retireme...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Magis Advisory Group

$15.5M
11-50
Private
-
2020
MR
Mindy RoggeVice President, Finance & Administration
<$5M
11-50
Private
-
-
SJ
Savana JordanRelationship Manager
<$5M
1-10
Private
-
2008
DA
Dustin AiguierCertified Financial Planner
<$5M
1-10
Private
-
2014
N/A
<$5M
1-10
Private
-
2006
VP
Veronica PineLead Client Intake Administrator
<$5M
1-10
Private
-
2008
CR
Candace RapanottiManager, Marketing
<$5M
1-10
Private
-
2009
AH
Alexi HalavazisChief Compliance Officer & Investment Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Magis Advisory Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Magis Advisory Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Magis Advisory Group.

Magis Advisory Group Tech Stack

A closer look at the technologies used by Magis Advisory Group

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Frequently Asked Questions Regarding Magis Advisory Group

What is Magis Advisory Group's official website?
Magis Advisory Group's official website is www.magisadvisorygroup.com
What is Magis Advisory Group's Revenue?
Magis Advisory Group's revenue is $15.5 Million
What is Magis Advisory Group's SIC code?
Magis Advisory Group's SIC: 87,874
What is Magis Advisory Group's NAICS code?
Magis Advisory Group's NAICS: 54,541
How many employees does Magis Advisory Group have?
Magis Advisory Group has 11-50 employees
What industry does Magis Advisory Group belong to?
Magis Advisory Group is in the industry of: Finance, Insurance, Business Services
What is Magis Advisory Group competition?
Magis Advisory Group top competitors include: Weinberg Financial Advisory, Cape Cod Wealth Strategies & Insurance Services, Advanced Benefit Systems, LifeWorth Financial
What technology does Magis Advisory Group use?
Some of the popular technologies that Magis Advisory Group uses are: goo.gl, Squarespace Online Stores, Adobe Typekit, Microsoft 365
How do I contact Magis Advisory Group?
Magis Advisory Group contact info: Phone number: (440) 934-4102 Website: www.magisadvisorygroup.com
What does Magis Advisory Group do?

Magis Advisory Group is a trusted advisory firm dedicated to helping individuals, families, and businesses achieve lasting financial confidence. Through personalized guidance in employee benefits, retirement planning, wealth management, and business consulting, the firm delivers thoughtful strategies, meaningful relationships, and solutions designe... d to support long term success and peace of mind.Read More

What are Magis Advisory Group social media links?
Magis Advisory Group Linkedin page
Is Magis Advisory Group a public company?
Magis Advisory Group is private company therefore does not currently have an official ticker symbol
See more information about Magis Advisory Group

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