MAXWELL INVESTMENT ADVISORY SERVICES

MAXWELL INVESTMENT ADVISORY SERVICES of TROY, MI is an SEC-registered investment adviser (CRD 104922). Regulatory assets under management: $9.2M.

Registration

• CRD: 104922
• SEC file number: 801-23402
• Type: Registered investment adviser
• Location: 101 WEST BIG BEAVER RD., TROY, MI, 48084
• Phone: 248-362-3100
• Latest filing: 2026-03-23
• Regulatory AUM: $9.2M
• Discretionary AUM: $9.2M
• Clients: 1
• Accounts: 35

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 104922 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search