This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- NorthAlpha optima +more
- Established Date
- 04-04-2022
- Office Locations
- 1
Office Locations
About Maxiam Capital, LLC
Maxiam Capital is a Lake Oswego, Oregon RIA providing full-service wealth management, combining customized financial planning (retirement, tax and estate considerations) with proactive portfolio management focused on transparency, risk management and cost awareness. The firm serves families building and protecting multigenerational wealth, including dedicated special needs planning led by a Chartered Special Needs Consultant, with direct access to the portfolio manager.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
FAISAL NABIL AL HASHIM
Chief Compliance Officer, Financial Planner, Managing Member
- CRD
- #6159004
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Celeste Chastel Al Hashim
--
- CRD
- #7486411
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,120,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,120,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $24,120,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,437,737,261 | 23.7% |
| Cash | $2,044,377,456 | 33.7% |
| Equity - Exchange | $2,584,287,230 | 42.6% |
| Total | $6,066,401,947 | 100.0% |