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MAZE FINANCIAL PLANNING
MAZE FINANCIAL PLANNING, LLC
CRD 140934
400 MARKET STREET, SUITE 105B, CHAPEL HILL, NC, 27516, United States
Phone
919-929-4103
Fax
919-929-4103
Registration
— (—)
Source
State registered
Total AUM
$69.0M
Discretionary AUM
$66.9M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $27.6M |
| High net worth individuals | 5 | $38.9M |
| Charitable organizations | 2 | $2.5M |
All web addresses on file
Official SEC filing: View on IAPD