MAXIM FINANCIAL ADVISORS LLC

300 Park Ave
16th Fl
New York, New York 10022
Tel: 212-895-3500

About MAXIM FINANCIAL ADVISORS LLC

MAXIM FINANCIAL ADVISORS LLC, formally registered with the SEC as MAXIM FINANCIAL ADVISORS LLC. The firm was established in 01/26/2006. They have over 2 offices throughout the country.

MAXIM FINANCIAL ADVISORS LLC is a New York, New York based Financial Planning firm with nearly $396,466,473 assets under management, offering retirement planning & investment advisory services to 753 clients. The firm is staffed with 39 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	139366
SEC#	801-66147
Assets Managed by Firm	$396,466,473
No. of Clients	753
No. of Advisors	39

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	753	$396,466,473
Individuals (other than high net worth individuals)	119	$29,044,094
High net worth individuals	609	$334,836,234
Pension and profit sharing plans	1	$6,342,554
Corporations or other businesses	18	$26,243,591

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