Waxman Financial

Waxman Financial (CRD# 141543) is a financial advisory firm headquartered in , . They manage $22,100,000 in 101 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    101
    ACCOUNTS
  • Average Account Value
    $218,812
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
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.

FL

Financial Advisors at Waxman Financial
Showing 1 - 2 of 2 top financial advisors.
1
Andrew B. Waxman
CRD#: 4286534
Parkland, FL
93
Wealthminder
score

Andrew Waxman (CRD# 4286534) is an Investment Advisor Representative working at Waxman Financial in Parkland, FL and has over 16 years of experience in the finance industry.

2
Jeffrey B. Waxman
CRD#: 5210211
,
93
Wealthminder
score

Jeffrey Waxman (CRD# 5210211) is an Investment Advisor Representative working at Waxman Financial in , and has over 17 years of experience in the finance industry.

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