|
⚲
|
| Maxwell Wealth Strategies Inc
✚
| |
|---|---|
| CRD # | 317081 |
| SEC # | 801-122641 |
| CIK # | 0001993410 |
| AUM | $231.1 MM (2024-02-14) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 925-523-3288 |
| Address | 7041 Koll Center Parkway Pleasanton, CA 94566 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 9.6 | |
| AAPL | 2,382,844.0 | 6.7 | |
| JPM | 340,169.2 | 5.4 | |
| ETN | 51,598.7 | 4.6 | |
| AVGO | 201,282.9 | 4.5 | |
| GOOGL | 1,475,138.5 | 4.4 | |
| TT | 30,146.9 | 3.9 | |
| HD | 277,648.0 | 3.5 | |
| V | 419,260.5 | 3.4 | |
| MSI | 35,172.5 | 3.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 154 | 52.1 |
| (b) Individuals (high net worth individuals) | 64 | 163.6 |
| (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 | 10 | 15.3 |
| (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 | 645 | 231.1 |
| By Discretionary | ||
| Discretionary | 635 | 217.1 |
| Non-Discretionary | 10 | 14.0 |
| Total | 645 | 231.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.6 | |
| United States Persons | 228.5 | |
| Total | 645 | 231.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001993410] |
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|---|---|---|
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TX | 0.2 |
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Garnett Advisors LLC
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TX | 0.2 |
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FL | 0.2 |