Maggi Investment Services, LLC

Maggi Investment Services, LLC (CRD# 156856) is a financial advisory firm headquartered in Palm Harbor, FL. They manage $7,240,115 in 131 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    131
    ACCOUNTS
  • Average Account Value
    $55,268
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Maggi Investment Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Christopher R. Maggi
CRD#: 4628588
4114 Woodlands Pkwy, Ste. 303b, Palm Harbor, FL 34685
83
Wealthminder
score

Christopher Maggi (CRD# 4628588) is an Investment Advisor Representative working at Maggi Investment Services, LLC in Palm Harbor, FL and has over 7 years of experience in the finance industry.

2
Robert N. Decker
CRD#: 825692
3663 Central Avenue, Saint Petersburg, FL 33713
73
Wealthminder
score

Robert Decker (CRD# 825692) is an Investment Advisor Representative working at Maggi Investment Services, LLC in Saint Petersburg, FL and has over 34 years of experience in the finance industry.

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