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MAXIM CAPITAL ADVISORS, INC.
CRD 130161
9160 IRVINE CENTER DR., STE 201, IRVINE, CA, 92618, United States
Phone
949-752-0993
Fax
949-209-2508
Registration
— (—)
Source
State registered
Total AUM
$58.5M
Discretionary AUM
$0
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 122 | $58.5M |
All web addresses on file
Official SEC filing: View on IAPD