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).

By the Numbers
  • Total Assets Under Management
    91
    MILLION
  • Total Number of Accounts
    289
    ACCOUNTS
  • Average Account Value
    $316,389
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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, OR, WA

Financial Advisors at Maxim Global Wealth Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Andrew M. Fisher
CRD#: 2917271
5005 Meadows Road, Suite 140, Lake Oswego, OR 97035
96
Wealthminder
score

Andrew Fisher (CRD# 2917271) is an Investment Advisor Representative working at Maxim Global Wealth Advisors in Lake Oswego, OR and has over 18 years of experience in the finance industry.

2
Drew D. Andersen
CRD#: 5521452
5005 Meadows Road, Suite 140, Lake Oswego, OR 97035
93
Wealthminder
score

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.

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