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MAGGI INVESTMENT SERVICES, LLC

CRD 156856 · SEC 801-136550

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3895 TAMPA ROAD, OLDMAR, FL, 34677, United States

Phone

727-799-1701

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$154.0M

Discretionary AUM

$154.0M

Team

3 total employees; 3 advisory reps; 764 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees; REFFERAL FEES

Org form

Limited Liability Company

Filing date

2026-06-01

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals491$115.0M
High net worth individuals24$39.0M

All web addresses on file

Official SEC filing: View on IAPD