CRD: 332150
Maisch Financial Partners, LLC
$16.8M Total AUM
$16.8M Disc. AUM
-- 3Y CAGR
4 Employees
25 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Matrix vital
- Established Date
- 10-24-2024
- Office Locations
- 1
Office Locations
100 Century Parkway Suite 120 Mount Laurel NJ
About Maisch Financial Partners, LLC
Maisch Financial Partners, LLC is a Mount Laurel-based RIA. The firm has been operating for 1 years. Managing $16.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
-- AVG AGE
$16.8M AVG AUM / ADVISOR
$671.3K AVG AUM / CLIENT
1.7 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Custodian
Glacier ridge Value
Investment Themes
Ember
Investment Vehicles
Meridian
Platform
Eagle
Services
Atlas ridge Element summit Pathway vertex Optima zenith Capital focus Wave North capital Radial
Technology
Wave
Owner & Executives
C
Christian Andrew Maisch
Chief Compliance Officer, Director, Managing Member
- CRD
- #7946230
- Ownership
- 10% but less than 25%
(290) 886-3995
optima.zenith@legacycapital.com
in linkedin.com/in/pioneer-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,781,518 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,781,518 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,781,518
Public Funds:
28.4% Cash:
36.5% Equity - Exchange:
35.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,343,972,132 | 28.4% |
| Cash | $1,727,288,127 | 36.5% |
| Equity - Exchange | $1,661,035,979 | 35.1% |
| Total | $4,732,296,238 | 100.0% |