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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-20-2018
- Office Locations
- 1
Office Locations
About JH Kaufman LLC
Maxg2 (DBA of JH Kaufman LLC) is an Illinois- and California-registered fiduciary RIA providing financial planning and portfolio construction through a disciplined plan-build-execute process (data sourcing, modeling, implementation, and ongoing adjustments). Client work includes entrepreneurs and other retail investors. Investment approach emphasizes risk-managed, long-term value creation, often using ETFs and municipal bonds; custody includes Schwab and Interactive Brokers.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
PATRICK MANUEL SCHOLZ
Chief Compliance Officer, Chief Executive Officer, Managing Partner, Owner
- CRD
- #2196621
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,200,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,534,590,280 | 63.3% |
| Municipal Bonds | $1,469,501,790 | 36.7% |
| Total | $4,004,092,070 | 100.0% |