Maxadvisor Private Management
RIAState Registered
Total AUM
$29.5M
Discretionary
$29.5M
100% of AUM
Avg account
$556K
Accounts
53
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 125148
- Website
- www.maxadvisor.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI84.39%
- Individuals15.61%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Maxadvisor Private Management LLC operates as an independent registered investment adviser owned by an individual principal. The firm manages portfolios for individuals, families and small-business clients and also serves some institutional relationships. It charges clients a percentage-of-assets advisory fee and lists portfolio management for individuals and small businesses as its core advisory activity. The firm does not identify as an active ESG investor and is not described as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- US Government Bonds7%
- Cash & Cash Equivalents4%
- Other1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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