Maggi Investment Services, LLC

RIASEC RegisteredEst. 2026

Total AUM

$154M

Discretionary

$154M

100% of AUM

Avg account

$299K

Accounts

515

Employees

Advisory reps

Firm details

Headquarters: Oldsmar, Florida
CRD number: 156856
Registered since: June 22, 2026
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals74.68%
HNWI25.32%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Maggi Investment Services, LLC is an independent registered investment adviser organized as an LLC and listed as SEC-registered in 2026. The firm serves individual and family clients and is structured as a capital allocator that hires third-party managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Fee arrangements are flexible and include percentage of AUM, hourly charges, fixed fees, and other fee types. The firm is not identified as an active ESG investor.