MAXIM FINANCIAL ADVISORS LLC
SEC Form ADV profile.
Total regulatory AUM
$445,461,887
Discretionary
$284,671,189
Non-discretionary
$160,790,698
Firm details
- CRD number
- 139366
- SEC file number
- 801-66147
- Main office
- NEW YORK, NY, United States
- Employees
- 35
- SEC status
- Approved
- Website
- HTTP://WWW.MAXIMGRP.COM
- Fee structure
-
Percentage of AUM
As of October 2026.