M
CRD: 314871
Maaxiom Capital LLC
Fullerton, CA
7144897002
$4.7M Total AUM
$4.7M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
4 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2022
- Office Locations
- 1
Office Locations
-- Fullerton CA
About Maaxiom Capital LLC
Maaxiom Capital LLC is a Fullerton-based RIA. The firm has been operating for 4 years. Managing $4.7M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$4.7M AVG AUM / ADVISOR
$391.7K AVG AUM / CLIENT
4.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Focus vital Peak peak
Client Personas
Atlas ridge
Investment Themes
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Investment Vehicles
Legacy
Services
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Owner & Executives
P
Parth T Bhatt
Chief Compliance Officer, Managing Member
- CRD
- #7387093
- Ownership
- 75% or more
(937) 732-8789
ember.wave@frontiercapital.com
in linkedin.com/in/wave-optima
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,700,000
Equity - Exchange:
13.0% U.S. Government/Agency:
41.3% Cash:
15.5% Corporate - Investment Grade:
30.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,081,653,290 | 13.0% |
| U.S. Government/Agency | $3,436,329,297 | 41.3% |
| Cash | $1,289,663,538 | 15.5% |
| Corporate - Investment Grade | $2,512,763,796 | 30.2% |
| Total | $8,320,409,921 | 100.0% |