Magnolia Capital Partners

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

7401 Carmel Executive Park Dr Ste 101, C...

Phone Number

(980) 256-3766

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Magnolia Capital Partners

Magnolia Capital Partners is a financial services firm that specializes in personalized financial planning, investment management, estate planning, and tax strategies. They aim to provide clarity and sophisticated strategies to help clients build a legacy and achieve their financial goals. The firm operates with a strict fiduciary commitment, ensuring that every decision aligns with the clients' best interests. Their intended clients include individuals and families navigating retirement planning, investment opportunities, and estate management.Explore more
Magnolia Capital Partners's Social MediaPopular SearchesMagnolia Capital PartnersMagnolia City Capital Partners IncMagnolia Capital Partners Ltdmagnoliacapitalpartners.commagnolia capital partners LLCSIC Code 62,628NAICS Code 52,523Show more

Magnolia Capital Partners Org Chart

PhoneEmail
AU
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Executive Partner

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BO
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Managing Partner and Financial Planner

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Compare insights from companies similar to Magnolia Capital Partners, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Magnolia Capital Partners

<$5M
1-10
Private
-
2017
AU
Anthony UrbanExecutive Partner
<$5M
11-50
Private
<$5M
2011
AM
April MasteyPresident & Lpl Financial Advisor
<$5M
1-10
Private
-
-
RF
Rebecca FilipovichRegistered Securities & Advisory Products Representative
<$5M
1-10
Private
-
-
SO
Samantha OrveloOffice Manager
<$5M
1-10
Private
-
2011
EK
Elena KopinDirector, Operations
<$5M
1-10
Private
-
-
JG
Judy GogelVice President and Insurance Specialist
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Magnolia Capital Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Magnolia Capital Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Magnolia Capital Partners.

Magnolia Capital Partners Tech Stack

A closer look at the technologies used by Magnolia Capital Partners

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Frequently Asked Questions Regarding Magnolia Capital Partners

What is Magnolia Capital Partners's official website?
Magnolia Capital Partners's official website is www.magnoliacapitalpartners.com
What is Magnolia Capital Partners's Revenue?
Magnolia Capital Partners's revenue is <$5 Million
What is Magnolia Capital Partners's SIC code?
Magnolia Capital Partners's SIC: 62,628
What is Magnolia Capital Partners's NAICS code?
Magnolia Capital Partners's NAICS: 52,523
How many employees does Magnolia Capital Partners have?
Magnolia Capital Partners has 1-10 employees
What industry does Magnolia Capital Partners belong to?
Magnolia Capital Partners is in the industry of: Finance, Insurance, Securities Trading
What is Magnolia Capital Partners competition?
Magnolia Capital Partners top competitors include: Financially Fluent, Concierge Capital Management, Equity Planning Group, Mastey Financial Group
What technology does Magnolia Capital Partners use?
Some of the popular technologies that Magnolia Capital Partners uses are: Cloudflare Website Optimization, Smarsh, Datadog, Vimeo
How do I contact Magnolia Capital Partners?
Magnolia Capital Partners contact info: Phone number: (980) 256-3766 Website: www.magnoliacapitalpartners.com
What does Magnolia Capital Partners do?

Magnolia Capital Partners is a financial services firm that specializes in personalized financial planning, investment management, estate planning, and tax strategies. They aim to provide clarity and sophisticated strategies to help clients build a legacy and achieve their financial goals. The firm operates with a strict fiduciary commitment, ensur... ing that every decision aligns with the clients' best interests. Their intended clients include individuals and families navigating retirement planning, investment opportunities, and estate management.Read More

What are Magnolia Capital Partners social media links?
Magnolia Capital Partners Twitter page Magnolia Capital Partners Facebook page
Is Magnolia Capital Partners a public company?
Magnolia Capital Partners is private company therefore does not currently have an official ticker symbol
See more information about Magnolia Capital Partners

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