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MAXELE ADVISORS, LLC
20 Allen Avenue
Suite 330
Webster Groves, Missouri 63119
Tel: 314-961-1850
About MAXELE ADVISORS, LLC
MAXELE ADVISORS, LLC, formally registered with the SEC as MAXELE ADVISORS, LLC. The firm was established in 07/28/2021. They have over 1 offices throughout the country.
MAXELE ADVISORS, LLC is a Webster Groves, Missouri based Financial Planning firm with nearly $153,721,000 assets under management, offering retirement planning & investment advisory services to 573 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 165129 |
| SEC# | 801-121992 |
| Assets Managed by Firm | $153,721,000 |
| No. of Clients | 573 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 573 | $153,721,000 |
| Individuals (other than high net worth individuals) | 141 | $46,675,109 |
| High net worth individuals | 55 | $106,996,455 |
| Charitable organizations | Fewer than 5 clients | $49,436 |
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|---|---|---|---|
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| $558,464,518,060 | 1352052 | 19871 | |
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