Investment adviser · CRD 121445
MAGIS FINANCIAL PARTNERS
Investment adviser filing (IA)
VF INVESTMENT SERVICES CORP.
HORSHAM, PA, United States · Form ADV filed May 12, 2020
- Regulatory AUM
- $242M Form ADV · Item 5.F
- Client accounts
- 208 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 26 | $165,230,252 | 68.3% |
| High-net-worth individuals | 55 | $59,386,683 | 24.6% |
| Individuals | 76 | $17,248,376 | 7.1% |
Filing source
Form ADV 1422419 · May 12, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 12, 2020. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
800 ENTERPRISE ROAD, SUITE 103HORSHAM, PA, 19044, United States
CRD 121445
Filing source
Form ADV 1422419 · May 12, 2020 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.