MAXIMAI INVESTMENT PARTNERS, LLC
Total AUM
$695.8M
Employees
8Clients
171Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
500 S. DIXIE HWY
SUITE 301
CORAL GABLES
FL 33146
United States
SUITE 301
CORAL GABLES
FL 33146
United States
Operating Hours
9:00 AM TO 5:00 PM
BY APPOINTMENT
BY APPOINTMENT
Phone
786-332-6050
Other Offices
1
Financials
Total AUM
$695.8M
Accounts
974Discretionary
$550.7M
Accounts
818Non-Discretionary
$145.1M
Accounts
156
Clients
Individual Clients
12AUM
$1.4M
HNW Individual Clients
159AUM
$694.5M
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther Services
Other Services
SUB-ADVISORY SERVICES
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
FLTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.