Maxwell Investment Advisory Services

Maxwell Investment Advisory Services (CRD# 104922) is a financial advisory firm headquartered in Troy, MI. They manage $8,971,801 in 37 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
101 West Big Beaver Rd., 14th Floor, Troy, MI 48084
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $242,481
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
The map below shows states where this firm has explicit registration only.

AZ, MI

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

Terry Maxwell (CRD# 1008784) is an Investment Advisor Representative working at Maxwell Investment Advisory Services in Troy, MI and has over 39 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.

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