Maggi Investment Services, LLC

Maggi Investment Services, LLC (CRD# 156856) is a financial advisory firm headquartered in Palm Harbor, FL. They manage $2,590,000 in 6 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4114 Woodlands Pkwy, Ste. 303b, Palm Harbor, FL 34685
http://www.maggifinancial.com
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $431,667
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
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
Joseph Kaim, financial advisor Palm Harbor FL
Joseph F. Kaim
CRD#: 1428247
4114 Woodlands Pkwy, Ste. 303b, Palm Harbor, FL 34685

Joseph Kaim (CRD# 1428247) is an Investment Advisor Representative working at Maggi Investment Services, LLC in Palm Harbor, FL and has over 5 years of experience in the finance industry.

2
Christopher Maggi, financial advisor Saint Petersburg FL
Christopher R. Maggi
CRD#: 4628588
3663 Central Avenue, Saint Petersburg, FL 33713

Christopher Maggi (CRD# 4628588) is an Investment Advisor Representative working at Maggi Investment Services, LLC in Saint Petersburg, FL and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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