Maven Group LLC

Maven Group LLC (CRD# 145419) is a financial advisory firm headquartered in Lafayette, CA. They manage $8,264,034 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $8,264,034
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
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.

CA

Financial Advisors at Maven Group LLC
Showing 1 - 1 of 1 top financial advisors.
1
Scott B. Preston
CRD#: 3042830
3559 Mt. Diablo Blvd., Suite 204, Lafayette, CA 94549
96
Wealthminder
score

Scott Preston (CRD# 3042830) is an Investment Advisor Representative working at Maven Group LLC in Lafayette, CA and has over 18 years of experience in the finance industry.

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