Maven Group LLC

Maven Group LLC (CRD# 145419) is a financial advisory firm headquartered in Rancho Santa Fe, CA. They manage $16,077,955 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
16236 San Dieguito Road, Suite 4-25, Rancho Santa Fe, CA 92091
https://twitter.com/mavenfund
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $16,077,955
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Maven Group LLC
Showing 1 - 1 of 1 top financial advisors.
1
Scott Preston, financial advisor Rancho Santa Fe CA
Scott B. Preston
CRD#: 3042830
16236 San Dieguito Road, Suite 4-25, Rancho Santa Fe, CA 92091

Scott Preston (CRD# 3042830) is an Investment Advisor Representative working at Maven Group LLC in Rancho Santa Fe, CA and has over 25 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals