MAGNIFYMONEY ADVISOR
LTIM, LLC Legal Name
Adviser information for MAGNIFYMONEY ADVISOR last updated from Form ADV on March 30th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | INVESTMENT ADVISER REFERRAL SERVICE |
|---|---|
| Compensation | REFERRAL FEES FROM THIRD-PARTY RIAS |
Identifiers
| SEC RIA File Number | 801-120671 |
|---|---|
| SEC ERA File Number | 801-120671 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 313186 |
| Legal Entity Identifier | None |
Principal Office
1415 VANTAGE PARK DRIVESUITE 700
CHARLOTTE
NC
United States
Monday - Friday, 8AM-5PM
Tel: 704-943-8890, Fax: None
Websites
Chief Compliance Officer
JOHN LUKAN
1415 VANTAGE PARK DRIVE
CHARLOTTE
NC
United States
Tel:
484-802-8704
J*********@***************M
(Full email address available in API data)
Regulatory Contact
LANCE MORLEY
1415 VANTAGE PARK DRIVE
SUITE 700
CHARLOTTE
NC
United States
Tel:
704-943-8432
L***********@**************M
(Full email address available in API data)
Industry Affiliates
| LENDINGTREE, INC. | Real estate broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LUKAN, JOHN, ANTHONY | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2021 | < 5% |
| LENDINGTREE, LLC | Domestic Entity | – | DIRECT OWNER | 12/2020 | > 75% |
| LT INTERMEDIATE COMPANY, LLC | Domestic Entity | LENDINGTREE, LLC | OWNER | 12/2020 | > 75% |
| LENDINGTREE, INC | Domestic Entity | LT INTERMEDIATE COMPANY, LLC | OWNER | 06/2020 | > 75% |
| PACINI, CHRISTOPHER, THOMAS | Individual | – | GENERAL MANAGER | 11/2022 | < 5% |