MAXADVISOR LLC.
Legal name: MAXADVISOR
CRD #125148 SEC #801-61790 PORTLAND, OR 971-404-0369
SEC Registered
Total AUM
$2.6M
Discretionary
$2.6M
Employees
5
Clients
101
Accounts
11
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2007 | $4.1M | $4.1M | $0 | 5 | -- |
| Mar 2006 | $2.7M | $2.7M | $0 | 5 | -- |
| Jan 2006 | $2.7M | $2.7M | $0 | 5 | -- |
| Sep 2005 | $2.6M | $2.6M | $0 | 5 | -- |
| Mar 2004 | $1.5M | $1.5M | $0 | 5 | -- |
DateSep 2007
Total AUM$4.1M
Discretionary$4.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$2.7M
Discretionary$2.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$2.7M
Discretionary$2.7M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$2.6M
Discretionary$2.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$1.5M
Discretionary$1.5M
Non-Disc.$0
Employees5
Clients--