MAYA ADVISORS, INC.
Firm details
- Headquarters
- PALO ALTO, California
- CRD number
- 144325
- Registered since
- March 22, 2024
- Website
- www.mayaadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI99.08%
- Individuals0.92%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Maya Advisors, Inc. is an independent, SEC-registered registered investment adviser organized as a corporation and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements include asset-based fees, hourly billing, and fixed-fee engagements. The adviser does not market itself as an ESG investor, does not operate as a multi-state adviser, and is not positioned as a capital allocator or pension consultant.
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
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities23%
- Cash & Cash Equivalents2%
Contacts
1 of 1LAVINA NAGAR
Founder & Financial AdvisorCRD 5360087
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PALO ALTO, CA
SANTA CLARA
Location
PALO ALTO, CA
Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 1881 Page Mill Rd
- Time zone
- PT (UTC-8)
- Office locations
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