Key facts
- MAXIM FINANCIAL ADVISORS LLC is a other based in NEW YORK, NY.
- MAXIM FINANCIAL ADVISORS LLC reports $32.2M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 139366- Regulatory AUM
- $32.2M
- Private fund assets
- —
- Private funds
- —
- Staff
- 35
- Registered office
- NEW YORK, NY
- SEC status
- Approved
Discloses a disciplinary history on Form ADV.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for MAXIM FINANCIAL ADVISORS LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is MAXIM FINANCIAL ADVISORS LLC's AUM?
- MAXIM FINANCIAL ADVISORS LLC manages approximately $32.2M in assets.