Maxwell Family Office, LLC
RIAState Registered
Total AUM
$30M
Discretionary
$22.9M
76% of AUM
Avg account
$613K
Accounts
49
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 326584
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI89.94%
- Charitable Organizations5.45%
- Individuals4.6%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Maxwell Family Office, LLC is an independent registered investment adviser structured as an LLC and owned by an individual. The firm serves individual and family clients, offering portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing, fixed fees, and other fee structures. Maxwell reports that it is not an active ESG investor, does not operate as a multi-state adviser, and is not identified as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities49%
- Public Funds/Mutual Funds25%
- Cash & Cash Equivalents14%
- Investment Grade Corp Bonds7%
- State & Local Bonds4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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