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Maxwell Financial Group
Maxwell Financial Group is an independent financial advisory firm serving individuals, families, and businesses in Oregon and California. The firm guides...
Overview
Maxwell Financial Group is an independent financial advisory firm serving individuals, families, and businesses in Oregon and California. The firm guides clients through financial planning with personalized, time-tested strategies for goals such as retirement, selling a business, or leaving a legacy. Services include financial planning, retirement planning, and business planning, with a client-centric and product-agnostic approach.
General information
Firm type
RIA
Location
Country
United States
City
Sherwood
Principals
Daniel Kutzkey
Frequently asked questions
Who runs investment decisions at Maxwell Financial Group?
No named investment decision-makers or principals have been publicly identified for Maxwell Financial Group. The firm's SEC registration does not list specific portfolio managers. Prospective clients should request Form ADV Part 2B for key personnel details.
What is the AUM of Maxwell Financial Group?
The firm's AUM is not publicly disclosed. As a state-registered RIA, it must report AUM annually on Form ADV, but this specific figure was not provided in available sources. Potential clients can request the current ADV filing.
Where is Maxwell Financial Group headquartered?
The firm's headquarters location is not confirmed in the provided sources. As a state-registered entity headquartered in the United States, its principal office address can be obtained from the SEC's Investment Adviser Public Disclosure (IAPD) database.
What services does Maxwell Financial Group offer?
Based on its SEC registration, Maxwell Financial Group provides financial planning and portfolio management services to high-net-worth individuals. The scope of its advisory offerings—such as tax planning or estate planning—is not publicly detailed.
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