MAYA ADVISORS, INC.

RIASEC RegisteredEst. 2024
Total AUM
$138M
Discretionary
$66.7M
48% of AUM
Avg account
$881K
Accounts
157
Employees
1
Advisory reps
1

Firm details

Headquarters
PALO ALTO, California
CRD number
144325
Registered since
March 22, 2024
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 75%, Exchange Traded Equities 23%, Cash & Cash Equivalents 2%75%
  • Public Funds/Mutual Funds75%
  • Exchange Traded Equities23%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • LAVINA NAGAR

    Founder & Financial AdvisorCRD 5360087

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth