J
$15.1M Total AUM
$15.1M Disc. AUM
-- 3Y CAGR
1 Employees
84 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-23-2005
- Office Locations
- 1
Office Locations
-- Bedford MA
About James D. Maxon Financial Advisors, LLC
James D. Maxon Financial Advisors, LLC is a Bedford-based RIA. The firm has been operating for 21 years. Managing $15.1M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include 529 Plans, Business Succession, College Planning.
Team overview
-- AVG AGE
$15.1M AVG AUM / ADVISOR
$179.7K AVG AUM / CLIENT
0.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Oak timber Atlas
Client Personas
Delta Legacy
Custodian
Ember
Investment Themes
Timber optima Vital vital
Investment Vehicles
Ridge
Services
Capital capital Horizon Catalyst Unison Focus Unison Fusion ember Prime catalyst Frontier Beacon pathway Quantum value
Owner & Executives
J
JAMES DOUGLAS MAXON
PRINCIPAL
- CRD
- #3158896
- Ownership
- 75% or more
(872) 562-5634
radial.zenith@legacycapital.com
in linkedin.com/in/summit-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,096,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,096,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,096,000
Equity - Exchange:
19.8% Public Funds:
24.2% Equity - OTC:
10.1% Cash:
26.4% Municipal Bonds:
19.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,352,571,523 | 19.8% |
| Public Funds | $1,653,142,972 | 24.2% |
| Equity - OTC | $689,948,100 | 10.1% |
| Cash | $1,803,428,697 | 26.4% |
| Municipal Bonds | $1,332,078,015 | 19.5% |
| Total | $6,831,169,307 | 100.0% |