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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-01-2000
- Office Locations
- 1
Office Locations
About Waxman Financial
Waxman Financial is an independent, fee-based advisory firm serving individuals, families, and businesses in South Florida and nationwide. The team provides financial planning and investment management with experience in retirement and pension plans, tax and insurance planning, college funding, asset allocation, and business succession. Portfolios are primarily ETF-based, and the firm custodies with Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Services
Owner & Executives
ANDREW BENJAMIN WAXMAN
Chief Compliance Officer, Partner, VICE PRESIDENT
- CRD
- #4286534
- Ownership
- 50% but less than 75%
JEFFREY BRUCE WAXMAN
Certified Financial Planner, President
- CRD
- #5210211
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,983,786 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,983,786 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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