|
⚲
|
| Maggi Investment Services LLC
✚
|
|
|---|---|
| CRD # | 156856 |
| SEC # | 801-136550 |
| CIK # | |
| AUM | $154.0 M (2026-06-01) |
| Employees | 3 (100% Investors, 33% Brokers) |
| Phone | 727-799-1701 |
| Address | 3895 Tampa Road Oldmar, FL 34677 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 491 | 115.0 |
| (b) Individuals (high net worth individuals) | 24 | 39.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 515 | 154.0 |
| By Discretionary | ||
| Discretionary | 515 | 154.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 515 | 154.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 154.0 | |
| Total | 515 | 154.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Newbury Capital Management LLC
✚
|
CA | 0.2 |
|
First Source Investment Partners LLC
✚
|
CO | 0.2 |
|
Bluebird Wealth Management LLC
✚
|
MA | 0.2 |
|
Forrest Financial Services LLC
✚
|
IA | 0.2 |
|
ATFS Advisers LLC
✚
|
0.2 | |
|
Uptown Financial Advisors LLC
✚
|
TX | 0.2 |
|
S & S Wealth Management LP
✚
|
TX | 0.2 |
|
Prien Asset Management LLC
✚
|
NM | 0.2 |
|
Trails Edge Wealth Advisers LLC
✚
|
0.2 | |
|
Maiden Cove Capital LLC
✚
|
ME | 0.2 |