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Home > Retirement Planners > california > san francisco > MAYTECH GLOBAL INVESTMENTS
MAYTECH GLOBAL INVESTMENTS
950 Third Avenue
18th Floor
New York, New York 10022
Tel: 212-899-2730
About MAYTECH GLOBAL INVESTMENTS
MAYTECH GLOBAL INVESTMENTS, formally registered with the SEC as MAYTECH GLOBAL INVESTMENTS. The firm was established in 01/03/2017. They have over 1 offices throughout the country.
MAYTECH GLOBAL INVESTMENTS is a New York, New York based Financial Planning firm with nearly $627,225,047 assets under management, offering retirement planning & investment advisory services to 190 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 285985 |
| SEC# | 801-108849 |
| Assets Managed by Firm | $627,225,047 |
| No. of Clients | 190 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 190 | $627,225,047 |
| Individuals (other than high net worth individuals) | 16 | $3,217,300 |
| High net worth individuals | 70 | $343,246,144 |
| Pension and profit sharing plans | Fewer than 5 clients | $4,322,704 |
| Charitable organizations | Fewer than 5 clients | $9,693,250 |
| Other investment advisers | 5 | $96,003,817 |
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