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Building 2MAXWELL WEALTH

Map pinPLEASANTON, CA
Phone925-523-3288
NotebookSEC #801-122641
Total AUM
$290M
Employees
5
Clients
250

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7041 KOLL CENTER PARKWAY
SUITE 275
PLEASANTON
CA 94566
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
925-523-3288

ReceiptFinancials

Total AUM
$290M
Accounts
660
Discretionary
$290M
Accounts
660
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
238
AUM
$183M
HNW Individual Clients
12
AUM
$107M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYORTXUT

HandshakeAffiliates

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

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