Maxwell Financial Group, Inc.

Maxwell Financial Group, Inc. (CRD# 167863) is a financial advisory firm headquartered in Manhattan Beach, CA. They manage $8,200,000 in 30 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1590 Rosecrans Ave, Suite D345, Manhattan Beach, CA 90266
http://www.maxwellfinancialgroup.com
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $273,333
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OR

Financial Advisors at Maxwell Financial Group, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Kellen Doop, financial advisor Calabasas CA
Kellen B. Doop
CRD#: 5042436
23679 Calabasas Road #773, Suite 773, Calabasas, CA 91302

Kellen Doop (CRD# 5042436) is an Investment Advisor Representative working at Maxwell Financial Group, Inc. in Calabasas, CA and has over 18 years of experience in the finance industry.

2
Daniel Kutzkey, financial advisor Manhattan Beach CA
Daniel W. Kutzkey
CRD#: 5085926
1590 Rosecrans Ave, Suite D345, Manhattan Beach, CA 90266
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.
3
David Malmstedt, financial advisor Manhattan Beach CA
David R. Malmstedt
CRD#: 6349880
1590 Rosecrans Ave, Suite D345, Manhattan Beach, CA 90266

David Malmstedt (CRD# 6349880) is an Investment Advisor Representative working at Maxwell Financial Group, Inc. in Manhattan Beach, CA and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals