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MAXWELL INVESTMENT ADVISORY SERVICES
MAXWELL ADVISORY SERVICES INC
CRD 104922 · SEC 801-23402
101 WEST BIG BEAVER RD., 14TH FLOOR, TROY, MI, 48084, United States
Phone
248-362-3100
Fax
800-643-3134
Registration
— (—)
Source
State registered
Total AUM
$9.2M
Discretionary AUM
$9.2M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $4.3M |
| High net worth individuals | 5 | $5.0M |
Official SEC filing: View on IAPD