Maxim Global Wealth Advisors
Maxim Global Wealth Advisors (CRD# 138891) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $91,436,277 in 289 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management91MILLION
Total Number of Accounts289ACCOUNTS
Average Account Value$316,389
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, OR, WA
Andrew Fisher (CRD# 2917271) is an Investment Advisor Representative working at Maxim Global Wealth Advisors in Lake Oswego, OR and has over 19 years of experience in the finance industry.
Drew Andersen (CRD# 5521452) is an Investment Advisor Representative working at Maxim Global Wealth Advisors in Lake Oswego, OR and has over 6 years of experience in the finance industry.