Maximize Financial Services, Inc is a related adviser based in Miami. It manages $700 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Florida.
Maximize Financial Services provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Maximize Financial Services, Inc is $700 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Maximize Financial Services, Inc for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Enrique Esclusa has been acting as President since 1 Aug 2007. Enrique Mercado joined the executive team most recently as the Chief Compliance Officer.
The principal office where Maximize Financial Services, Inc performs its advisory services is located at 1101 Brickell Avenue, Miami, FL 33131, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 305-375-0025 or by fax 305-704-8491. The normal business hours are 9:00-4:00 on Monday - Friday.