Maxwell Advisory Services Inc (Troy)

Maxwell Advisory Services Inc is an internet adviser based in Troy. It manages $10.83 million of regulatory assets for 81 client accounts. It has been registered with the SEC as an adviser since 2001.

Maxwell Advisory Services provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Maxwell Advisory Services: assets under management

The assets under management (AUM) of Maxwell Advisory Services Inc is $10.83 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -70% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $10.83 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $133.74 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Maxwell Advisory Services Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Maxwell Advisory Services Inc

Terry George Maxwell has been acting as President since 1 Jun 1984. Janiece Rene Maxwell joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Terry George Maxwell	President	1 Jun 1984	75% - 100%	1008784
Janiece Rene Maxwell	Shareholder	1 May 1991	75% - 100%	1715678

Based in Troy

The principal office where Maxwell Advisory Services Inc performs its advisory services is located at 101 West Big Beaver Rd., Troy, MI 48084, which is also the mailing address of the firm. An additional office of the firm is in Willcox, AZ. It doesn’t run an office outside of the United States.