Maxadvisor Private Management

Maxadvisor Private Management (CRD# 125148) is a financial advisory firm headquartered in , . They manage $25,416,844 in 89 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    89
    ACCOUNTS
  • Average Account Value
    $285,583
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

OR

Financial Advisors at Maxadvisor Private Management
Showing 1 - 2 of 2 top financial advisors.
1
Jonas M. Ferris
CRD#: 2377112
Portland, OR
93
Wealthminder
score

Jonas Ferris (CRD# 2377112) is an Investment Advisor Representative working at Maxadvisor Private Management in Portland, OR and has over 23 years of experience in the finance industry.

2
James P. Skahan
CRD#: 4630127
Portland, OR
90
Wealthminder
score

James Skahan (CRD# 4630127) is an Investment Advisor Representative working at Maxadvisor Private Management in Portland, OR and has over 5 years of experience in the finance industry.

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