Maxwell Financial Group, Inc.

Maxwell Financial Group, Inc. (CRD# 167863) is a financial advisory firm headquartered in , . They manage $29,000,000 in 20 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $1,450,000
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, OR

Financial Advisors at Maxwell Financial Group, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Kellen B. Doop
CRD#: 5042436
23679 Calabasas Road #773, Suite 773, Calabasas, CA 91302
93
Wealthminder
score

Kellen Doop (CRD# 5042436) is an Investment Advisor Representative working at Maxwell Financial Group, Inc. in Calabasas, CA and has over 12 years of experience in the finance industry.

2
Megan M. Thornton
CRD#: 5856388
21370 Sw Langer Farms Pkwy Ste 142, 434, Sherwood, OR 97140
93
Wealthminder
score

Megan Thornton (CRD# 5856388) is an Investment Advisor Representative working at Maxwell Financial Group, Inc. in Sherwood, OR and has over 7 years of experience in the finance industry.

3
David R. Malmstedt
CRD#: 6349880
Manhattan Beach, CA
90
Wealthminder
score

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.

4
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.
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