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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 9, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FERRIS, JONAS, MAX | I | DIRECTOR | D | Control |
| FERRIS, JONAS, MAX | I | DIRECTOR | D | Control |
| FERRIS, JONAS, MAX | I | DIRECTOR | D | Control |
| FERRIS, JONAS, MAX | I | DIRECTOR | D | Control |
| FERRIS, JONAS, MAX | I | DIRECTOR | D | Control |
| FERRIS, JONAS, MAX | I | DIRECTOR | D | Control |
| SKAHAN, JAMES, PAUL | I | CHIEF COMPLIANCE OFFICER, DIRECTOR | D | Control |
| SKAHAN, JAMES, PAUL | I | CHIEF COMPLIANCE OFFICER, DIRECTOR | D | Control |
| SKAHAN, JAMES, PAUL | I | CHIEF COMPLIANCE OFFICER, DIRECTOR | D | Control |
| SKAHAN, JAMES, PAUL | I | DIRECTOR | D | Control |
| SKAHAN, JAMES, PAUL | I | CHIEF COMPLIANCE OFFICER, DIRECTOR | D | Control |
| SKAHAN, JAMES, PAUL | I | DIRECTOR | D | Control |
Registrations
Federal
IA
Sep 9, 2005 REGISTERED
Notice Filings (1)
LA
Address
2127 NE WYGANT STPORTLAND, OR 97211-5869
USA
Phone: 971-404-0369