Maxele Advisors, LLC
Firm details
- Headquarters
- Webster Groves, Missouri
- CRD number
- 165129
- Registered since
- July 28, 2021
- Website
- maxeleadvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.55%
- Individuals19.26%
- Charitable Organizations0.63%
- Pension & Profit Sharing Plans0.56%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Maxele Advisors, LLC is an independent registered investment adviser that began SEC registration in 2021 and is owned by an individual principal. The firm serves individuals and families and provides financial planning and portfolio management for individual investors and small businesses. Its fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. Maxele does not position itself as a capital allocator, is not active on ESG mandates, and is not described as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
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 Funds63%
- Exchange Traded Equities18%
- Cash & Cash Equivalents17%
- Other2%
Contacts
1 of 1
Stephen Erken
PrincipalCRD 1773459
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 71Active vs passive
$121M in ETFs
100%
$121M
0%
$242K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST NASDAQ-100-TECHNOLOGY SECTOR INDEX FUND (QTEC) | First Trust | Passive | Technology | $6.8M | 29,637 | 5.63% |
Location
Webster Groves, MO
Saint Louis
Location
Webster Groves, MO
Headquartered in Webster Groves, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 20 Allen Ave
- Time zone
- CT (UTC-6)
- Office locations
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