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MASLOW WEALTH ADVISORS
1601 South Mo Pac Expressway
Suite 125d
Austin, Texas 78746
Tel: 512-610-6930
About MASLOW WEALTH ADVISORS
MASLOW WEALTH ADVISORS, formally registered with the SEC as MASLOW WEALTH ADVISORS. The firm was established in 01/25/2001. They have over 2 offices throughout the country.
MASLOW WEALTH ADVISORS is a Austin, Texas based Financial Planning firm with nearly $1,758,079,061 assets under management, offering retirement planning & investment advisory services to 355 clients. The firm is staffed with 22 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107722 |
| SEC# | 801-60001 |
| Assets Managed by Firm | $1,758,079,061 |
| No. of Clients | 355 |
| No. of Advisors | 22 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (% OF ASSETS UNDER OTHER MANAGEMENT)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 355 | $1,758,079,061 |
| Individuals (other than high net worth individuals) | 73 | $28,687,186 |
| High net worth individuals | 189 | $1,545,296,754 |
| Charitable organizations | 3 | $9,097,585 |
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