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Building 2FIFTH THIRD/MAXUS INVESTMENT ADVISORS

Map pinCLEVELAND, OH
Phone216-274-5385
NotebookSEC #801-54789
Total AUM
$2B
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1404 EAST NINTH STREET
5TH FLOOR
CLEVELAND
OH 44114
USA
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
216-274-5385

ReceiptFinancials

Total AUM
$2B
Accounts
512
Discretionary
$1.4B
Accounts
507
Non-Discretionary
$592.4M
Accounts
5

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMIOHTN

HandshakeAffiliates

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

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