Maxwell Investment Advisory Services

Maxwell Investment Advisory Services (CRD# 104922) is a financial advisory firm headquartered in Troy, MI. They manage $9,764,023 in 65 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $150,216
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

AZ, FL, MI

Financial Advisors at Maxwell Investment Advisory Services
Showing 1 - 1 of 1 top financial advisors.
1
Terry G. Maxwell
CRD#: 1008784
101 W. Big Beaver Rd, 14th Floor, Troy, MI 48084
93
Wealthminder
score

Terry Maxwell (CRD# 1008784) is an Investment Advisor Representative working at Maxwell Investment Advisory Services in Troy, MI and has over 31 years of experience in the finance industry.

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