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Building 2MAXELE ADVISORS, LLC

Map pinWEBSTER GROVES, MO
Phone314-961-1850
NotebookSEC #801-121992
Total AUM
$201.6M
Employees
3
Clients
236

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20 ALLEN AVENUE
SUITE 330
WEBSTER GROVES
MO 63119
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
314-961-1850

ReceiptFinancials

Total AUM
$201.6M
Accounts
624
Discretionary
$201.6M
Accounts
624
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
161
AUM
$38.8M
HNW Individual Clients
73
AUM
$160.4M
Pension/Profit Sharing Plan Clients
1
AUM
$1.1M
Charitable Organization Clients
1
AUM
$1.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILLAMONH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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