Overview
Assets Under Management: $396 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 609
Average Client Assets: $549,813
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 609
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.46
Average High-Net-Worth Client Assets: $549,813
Total Client Accounts: 753
Discretionary Accounts: 403
Non-Discretionary Accounts: 350
Regulatory Filings
CRD Number: 139366
Last Filing Date: 2025-02-28 00:00:00
Website: https://maximgrp.com