J. OLIVER MAXWELL, LLC
Firm details
- Headquarters
- LAKEPORT, California
- CRD number
- 338783
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
J. Oliver Maxwell, LLC operates as a limited liability company focused on providing a range of financial services. The firm engages in various advisory activities, including financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Additionally, the firm publishes periodicals and newsletters and conducts educational seminars and workshops. While it does not actively pursue ESG investments, J. Oliver Maxwell has established itself as a capital allocator and offers services as both a real estate and insurance broker.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1JANET ATTARD
Financial AdvisorCRD 3128541
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LAKEPORT, CA
LAKE
Location
LAKEPORT, CA
Headquartered in LAKEPORT, CA, in the West of the United States.
- Region
- West
- County
- LAKE
- Address
- 5145 Davis Dr
- Time zone
- PT (UTC-8)
- Office locations
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