Maxadvisor LLC. (Portland)

Name: Maxadvisor LLC.
Address: 4949 Ne 16 Th Ave Unit D, Portland, OR, 97211 5000
Telephone: 888-871-7307

Maxadvisor LLC. is an adviser based in Portland. It manages $11.71 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2003.

Maxadvisor provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Maxadvisor: assets under management

The assets under management (AUM) of Maxadvisor LLC. is $11.71 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 680% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $11.71 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $900.49 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Maxadvisor LLC. for their services and products based on a percentage of assets under management, subscription fees, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Maxadvisor LLC.

Jonas Max Ferris has been acting as President since 1 Oct 2002. James Paul Skahan joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jonas Max Ferris	Director	1 Oct 2002	50% - 75%	2377112
James Paul Skahan	Director	1 Oct 2002	50% - 75%	4630127

Based in Portland

The principal office where Maxadvisor LLC. performs its advisory services is located at 4949 Ne 16 Th Ave Unit D, Portland, OR 97211 5000, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 888-871-7307 or by fax 866-528-7563. The normal business hours are 8-6 on Monday - Friday. You can find more information about the New York firm at www.maxadvisor.com.