Maximum Advisory

MAXIMUM ADVISORY is an SEC-registered investment adviser. The firm manages approximately $3 million in regulatory assets under management, with $2 million...

Maximum Advisory

MAXIMUM ADVISORY is an SEC-registered investment adviser. The firm manages approximately $3 million in regulatory assets under management, with $2 million managed on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

Asset Manager

Principals

Moez Kassam

Founder & Chief Investment Officer

What is Maximum Advisory?

Maximum Advisory is a asset manager tracked on Altss.

What does Altss track for Maximum Advisory?

Altss maintains an OSINT-verified profile of Maximum Advisory covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What type of firm is Maximum Advisory?

Maximum Advisory is classified by Altss as a Asset Manager.

How does Altss source intelligence on Maximum Advisory?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Maximum Advisory's Altss profile last updated?

Maximum Advisory's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.