Maya Advisors, Inc.
Maya Advisors, Inc. (CRD# 144325) is a financial advisory firm headquartered in Palo Alto, CA. They manage $15,151,569 in 63 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management15MILLION
Total Number of Accounts63ACCOUNTS
Average Account Value$240,501
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Lavina Nagar (CRD# 5360087) is an Investment Advisor Representative working at Maya Advisors, Inc. in Palo Alto, CA and has over 10 years of experience in the finance industry. Lavina Nagar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.