Maya Advisors, Inc.

Maya Advisors, Inc. (CRD# 144325) is a financial advisory firm headquartered in Palo Alto, CA. They manage $103,708,146 in 160 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
530 Lytton Avenue, 2nd Floor, Palo Alto, CA 94301
https://www.linkedin.com/in/lavinanagar
By the Numbers
  • Total Assets Under Management
    104
    MILLION
  • Total Number of Accounts
    160
    ACCOUNTS
  • Average Account Value
    $648,176
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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.

CA

Financial Advisors at Maya Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Lavina Nagar, financial advisor Palo Alto CA
Lavina Nagar
CRD#: 5360087
530 Lytton Avenue, 2nd Floor, Palo Alto, CA 94301

Lavina Nagar (CRD# 5360087) is an Investment Advisor Representative working at Maya Advisors, Inc. in Palo Alto, CA and has over 16 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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