M
$9.2M Total AUM
$9.2M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
30 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-09-1996
- Office Locations
- 1
Office Locations
101 W. BIG Beaver RD 14th Floor Troy MI
About Maxwell Investment Advisory Services
Maxwell Investment Advisory Services is a Troy-based RIA. The firm has been operating for 30 years. Managing $9.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$9.2M AVG AUM / ADVISOR
$385.4K AVG AUM / CLIENT
30.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
TERRY GEORGE MAXWELL
Investment Advisor, President
- CRD
- #1008784
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,249,519 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,249,519 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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