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Building 2MAXIMAI INVESTMENT PARTNERS, LLC

Map pinCORAL GABLES, FL
Phone786-332-6050
NotebookSEC #801-108257
Total AUM
$695.8M
Employees
8
Clients
171

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 S. DIXIE HWY
SUITE 301
CORAL GABLES
FL 33146
United States
Operating Hours
9:00 AM TO 5:00 PM
BY APPOINTMENT
Phone
786-332-6050
Other Offices
1

ReceiptFinancials

Total AUM
$695.8M
Accounts
974
Discretionary
$550.7M
Accounts
818
Non-Discretionary
$145.1M
Accounts
156

ContactClients

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Individual Clients
12
AUM
$1.4M
HNW Individual Clients
159
AUM
$694.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther Services
Other Services
SUB-ADVISORY SERVICES
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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