Maxim Financial Advisors Llc, NY — Investment Adviser | BuildTrust

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MAXIM FINANCIAL ADVISORS LLC

Investment AdviceNEW YORK, NY

Assets Under Management

$396.5M

Total AUM

Donut chart: Discretionary 222.1M, Non-Discretionary 174.4M
Category	Value
Discretionary	222.1M
Non-Discretionary	174.4M

Adviser Information

Field	Value
CRD Number	139366
SEC Number	801-66147
Street Address	300 PARK AVE
Street Address 2	16TH FL
Location	NEW YORK, NY 10022
Country	United States
Phone	212-895-3500
Fax	212-895-3588
Total Employees	39

Client Count by Type (747 Total)

Horizontal bar chart: High Net Worth Individual… 609, Individuals (other than H… 119, Corporations/Businesses 18, Pension/Profit Sharing Pl… 1
Category	Value
High Net Worth Individual…	609
Individuals (other than H…	119
Corporations/Businesses	18
Pension/Profit Sharing Pl…	1