MAXIMAI INVESTMENT PARTNERS, LLC

500 S. Dixie Hwy
Suites 301
Coral Gables, Florida 33146
Tel: 786-332-6050

About MAXIMAI INVESTMENT PARTNERS, LLC

MAXIMAI INVESTMENT PARTNERS, LLC, formally registered with the SEC as MAXIMAI INVESTMENT PARTNERS, LLC. The firm was established in 08/08/2016. They have over 2 offices throughout the country.

MAXIMAI INVESTMENT PARTNERS, LLC is a Coral Gables, Florida based Financial Planning firm with nearly $493,700,426 assets under management, offering retirement planning & investment advisory services to 991 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	284919
SEC#	801-108257
Assets Managed by Firm	$493,700,426
No. of Clients	991
No. of Advisors	6

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (SUB-ADVISORY SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	991	$493,700,426
High net worth individuals	205	$493,700,426

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