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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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