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MAXADVISOR
PORTLAND, OR
888-871-7307
SEC #801-61790Total AUM
$11.7M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4949 NE 16TH AVE UNIT D
PORTLAND
OR 97211-5000
United States
PORTLAND
OR 97211-5000
United States
Operating Hours
8-6
Monday - Friday
Monday - Friday
Phone
888-871-7307
Financials
Total AUM
$11.7M
Accounts
13Discretionary
$11.7M
Accounts
13Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Subscription Fee
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.