Maxadvisor Private Management

RIASEC 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
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 88%, US Government Bonds 7%, Cash & Cash Equivalents 4%, Other 1%88%
  • Public Funds/Mutual Funds88%
  • US Government Bonds7%
  • Cash & Cash Equivalents4%
  • Other1%

Contacts

2 of 2
  • James Skahan

    DirectorCRD 4630127

  • Jonas Ferris

    PartnerCRD 2377112

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth