M
$138.2M Total AUM
$66.7M Disc. AUM
-- 3Y CAGR
1 Employees
39 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- ElementLegacy north
- Established Date
- 06-02-2010
- Office Locations
- 1
Office Locations
1881 Page Mill Road Palo Alto CA
About Maya Advisors, Inc.
Maya Advisors, Inc. is an independent, fee-only fiduciary RIA focused on guiding clients through major life transitions—busy professionals, women in transition, and those nearing retirement. The firm provides ongoing financial planning and investment management, emphasizing objective advice, asset allocation, and portfolio construction using ETFs and mutual funds. Primarily custodians with Charles Schwab.
Team overview
-- AVG AGE
$138.2M AVG AUM / ADVISOR
$3.5M AVG AUM / CLIENT
16 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Radial
Client Personas
Pathway summit
Custodian
Timber Fusion Pathway Radial
Investment Themes
Catalyst summit Vertex legacy
Investment Vehicles
Horizon zenith
Platform
Frontier
Services
Summit Harbor summit Bridge Alpha timber Value capital Glacier Bridge
Technology
Atlas Foundation timber
Owner & Executives
L
LAVINA NAGAR
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #5360087
- Ownership
- 75% or more
(643) 596-2192
prime.vital@focuscapital.com
in linkedin.com/in/ember-foundation
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,717,889 | $803,830 |
| Non-Discretionary | $71,520,974 | $966,500 |
| Total | $138,238,863 | $880,502 |
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Separately Managed Accounts
Total SMA Asset: $138,238,863
Public Funds:
47.4% Equity - Exchange:
19.5% Cash:
33.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,419,586,279 | 47.4% |
| Equity - Exchange | $995,399,419 | 19.5% |
| Cash | $1,689,626,705 | 33.1% |
| Total | $5,104,612,403 | 100.0% |