$14.0M Total AUM
$14.0M Disc. AUM
-- 3Y CAGR
1 Employees
63 ADV. Clients
19 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-01-2006
- Office Locations
- 1
Office Locations
-- Sequim WA
About Maynard Financial Services, LLC
Maynard Financial Services, LLC is a Sequim-based RIA. The firm has been operating for 19 years. Managing $14.0M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$14.0M AVG AUM / ADVISOR
$222.2K AVG AUM / CLIENT
19.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Owner & Executives
F
FRANK WILLIAM MAYNARD
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Owner
- CRD
- #1681932
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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