MAXADVISOR PRIVATE MANAGEMENT
MAXADVISOR PRIVATE MANAGEMENT of PORTLAND, OR is an SEC-registered investment adviser (CRD 125148). Regulatory assets under management: $29.5M.
Registration
- CRD: 125148
- SEC file number: 801-61790
- Type: Registered investment adviser
- Location: 1409 NE HANCOCK ST. SUITE #1, PORTLAND, OR, 97212
- Phone: 888-871-7307
- Latest filing: 2026-07-14
- Regulatory AUM: $29.5M
- Discretionary AUM: $29.5M
- Clients: 2
- Accounts: 53
Business model
Compensation: % of AUM.
Clients served: High net worth.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| FERRIS JONAS MAX | DIRECTOR | — |
| SKAHAN JAMES PAUL | CHIEF COMPLIANCE OFFICER, DIRECTOR; DIRECTOR | — |
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