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Building 2MAGGI INVESTMENT SERVICES, LLC

Map pinOLDMAR, FL
Phone727-799-1701
NotebookSEC #801-136550
Total AUM
$154M
Employees
3
Clients
515

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3895 TAMPA ROAD
OLDMAR
FL 34677
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
727-799-1701
Other Offices
3

ReceiptFinancials

Total AUM
$154M
Accounts
515
Discretionary
$154M
Accounts
515
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
491
AUM
$115M
HNW Individual Clients
24
AUM
$39M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFFERAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAILMNTNTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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