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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    78
    MILLION
  • Total Number of Accounts
    225
    ACCOUNTS
  • Average Account Value
    $346,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
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

Financial Advisors at Maxwell Financial Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Daniel W. Kutzkey
CRD#: 5085926
, Manhattan Beach, CA
88
Wealthminder
score
Daniel Kutzkey (CRD# 5085926) is an Investment Advisor Representative working at Maxwell Financial Group, Inc. in Manhattan Beach, CA and has over 10 years of experience in the finance industry.
2
David R. Malmstedt
CRD#: 6349880
Manhattan Beach, CA
88
Wealthminder
score

David Malmstedt (CRD# 6349880) is an Investment Advisor Representative working at Maxwell Financial Group, Inc. in Manhattan Beach, CA and has over 2 years of experience in the finance industry.

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