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MAXWELL WEALTH

Tel: 925-523-3288
7041 Koll Center Parkway
Suite 275
Pleasanton, California  94566

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MAXWELL WEALTH

MAXWELL WEALTH is a Pleasanton, California based financial advisory firm with nearly $290,000,000 in assets under management and provides investment advisory services for 660 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

317081

SEC#:

801-122641

No. of Clients:

660

Assets under Management

$290,000,000

No. of Advisors:

5

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