Maxadvisor Private Management
Maxadvisor Private Management (CRD# 125148) is a financial advisory firm headquartered in , . They manage $27,943,768 in 65 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Maxadvisor Private Management
By the Numbers
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Total Assets Under Management28MILLION
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Total Number of Accounts65ACCOUNTS
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Average Account Value$429,904
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, OR
Financial Advisors at Maxadvisor Private Management
1
Jonas Ferris (CRD# 2377112) is an Investment Advisor Representative working at Maxadvisor Private Management in Miami, FL and has over 30 years of experience in the finance industry.
2
James Skahan (CRD# 4630127) is an Investment Advisor Representative working at Maxadvisor Private Management in Portland, OR and has over 12 years of experience in the finance industry.
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