Maxim Capital Advisors, Inc.
Maxim Capital Advisors, Inc. (CRD# 130161) is a financial advisory firm headquartered in Irvine, CA. They manage $43,478,020 in 119 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management43MILLION
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Total Number of Accounts119ACCOUNTS
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Average Account Value$365,362
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
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Maxim Capital Advisors, Inc.
1
Mark Robertson (CRD# 1477922) is an Investment Advisor Representative working at Maxim Capital Advisors, Inc. in Costa Mesa, CA and has over 26 years of experience in the finance industry.
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