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MAXWELL FINANCIAL GROUP, INC
CRD 167863
21370 SW LANGER FARMS PKWY, SUITE 142-135, SHERWOOD, OR, 97140, United States
Phone
971-264-3066
Fax
310-356-3342
Registration
— (—)
Source
State registered
Total AUM
$8.8M
Discretionary AUM
$0
Team
3 total employees; 3 advisory reps; 50 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; THIRD PARTY PORTFOLIO REVIEW SERVICES FEES
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminarsTHIRD PARTY PORTFOLIO SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $1.8M |
| High net worth individuals | 5 | $2.0M |
| Pension/profit sharing plans | 8 | $5.0M |
All web addresses on file
Official SEC filing: View on IAPD