MAXWELL WEALTH
Tel: 925-523-3288 7041 Koll Center Parkway Suite 275 Pleasanton, California 94566
About MAXWELL WEALTH
MAXWELL WEALTH is a Pleasanton, California based financial advisory firm with nearly $290,000,000 in assets under management and provides investment advisory services for 660 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
317081
Firm SEC#:
801-122641
Assets Under Management:
$290,000,000
No. of Clients:
660
No. of Advisors:
5
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Fixed fees
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