MAXIM CAPITAL MANAGEMENT LLC
Legal name: WORLDVIEW WEALTH ADVISORS
CRD #138891 SEC #801-108479 SAN FRANCISCO, CA 451 617-4145
SEC Registered
Total AUM
$139.6M
Discretionary
$139.6M
Employees
5
Clients
11
Accounts
112
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 16, 2020
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FISHER, ANDREW, MUNSON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FISHER, ANDREW, MUNSON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FISHER, ANDREW, MUNSON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FISHER, ANDREW, MUNSON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FISHER, ANDREW, MUNSON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FISHER, ANDREW, MUNSON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FISHER, ANDREW, MUNSON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FISHER, ANDREW, MUNSON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FISHER, ANDREW, MUNSON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FISHER, ANDREW, MUNSON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FISHER, ANDREW, MUNSON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FISHER, ANDREW, MUNSON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FISHER, ANDREW, MUNSON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FISHER, ANDREW, MUNSON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FISHER, ANDREW, MUNSON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FISHER, ANDREW, MUNSON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FISHER, ANDREW, MUNSON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FISHER, ANDREW, MUNSON | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jun 16, 2020 REGISTERED
Notice Filings (5)
CA LA OR TX WA
Address
ONE SANSOME STREETSUITE 3500
SAN FRANCISCO, CA 94104
United States
Phone: 451 617-4145