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Building 2MAXIM GLOBAL WEALTH ADVISORS

Map pinPORTLAND, OR
Phone503-620-3600
NotebookSEC #801-67151
Total AUM
$57.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16760 SW UPPER BOONES FERRY ROAD
SUITE 104
PORTLAND
OR 97224
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
503-620-3600

ReceiptFinancials

Total AUM
$57.8M
Accounts
220
Discretionary
$56.6M
Accounts
218
Non-Discretionary
$1.2M
Accounts
2

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ORWA

HandshakeAffiliates

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

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