Maxwell Financial Group, Inc.
Maxwell Financial Group, Inc. (CRD# 167863) is a financial advisory firm headquartered in , . They manage $78,000,000 in 225 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management78MILLION
Total Number of Accounts225ACCOUNTS
Average Account Value$346,667
- 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
- Educational seminars/workshops
David Malmstedt (CRD# 6349880) is an Investment Advisor Representative working at Maxwell Financial Group, Inc. in Manhattan Beach, CA and has over 3 years of experience in the finance industry.