MAXWELL FINANCIAL GROUP, INC

MAXWELL FINANCIAL GROUP, INC of SHERWOOD, OR is an SEC-registered investment adviser (CRD 167863). Regulatory assets under management: $8.8M.

Registration

• CRD: 167863
• Type: Registered investment adviser
• Location: 21370 SW LANGER FARMS PKWY, SHERWOOD, OR, 97140
• Phone: 971-264-3066
• Latest filing: 2026-03-17
• Regulatory AUM: $8.8M
• Non-discretionary AUM: $8.8M
• Clients: 3
• Accounts: 35

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pensions, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 167863 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search