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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-19-2011
- Office Locations
- 2
Office Locations
About Maggi Investment Services, LLC
Maggi Investment Services, LLC is a Florida-based retirement planning firm focused on households nearing or in retirement, typically with $250k+ investable assets. The team emphasizes tax reduction strategies and tax planning alongside personalized retirement income plans, including guaranteed lifetime income/annuity options, and portfolios using public funds and ETFs. Led by Chris and Bobby Maggi, hosts of the Maggi Tax and Financial Hour on WFLA 970 and authors of “Stop Funding Uncle Sam’s Retirement.”
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
CHRISTOPHER ROBERT MAGGI
Chief Compliance Officer, Investment Advisor
- CRD
- #4628588
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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SAMUEL KUST
--
- CRD
- #7613773
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $154,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $154,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $154,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,588,425,710 | 39.5% |
| Cash | $982,946,472 | 15.0% |
| Equity - Exchange | $2,981,604,299 | 45.5% |
| Total | $6,552,976,481 | 100.0% |