The Magnolia Group LLC
Legal Name: THE MAGNOLIA GROUP, LLC
Full Contact Details
The Magnolia Group LLC
1411 HARNEY STREET, SUITE 200, OMAHA, NE
402-509-8456
Other Info
The Magnolia Group LLC, a Oklahoma-based Limited Liability Company, has been serving clients since June 19, 2014. While the exact number of clients the firm serves is not publicly available, it has four employees, two of which are in advisory roles. The firm has an approved SEC status as reported in its last filing.
Direct Owners
-
ADAM KENNETH PETERSON
MANAGING MEMBER owns 75% or more
-
RYAN SAMUELS WELNER
CHIEF COMPLIANCE OFFICER owns less than 5%
Custodians
-
FIRST NATIONAL BANK OF OMAHA
United States -
JPMORGAN CHASE BANK, N.A.
United States -
NATIONAL FINANCIAL SERVICES LLC
United States -
TD AMERITRADE, INC.
United States
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Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Jul 30, 2019
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