Maggi Investment Services, LLC
● SEC registered since 2026CRD 156856SEC# 801-136550Oldmar, FL
Reg. AUM
$154M
Employees
3
Accounts
515
Location
Oldmar, FL
Maggi Investment Services, LLC assets under management
Maggi Investment Services, LLC is an SEC-registered investment adviser based in Oldmar, FL. The firm has been registered since 2026. It reports $154 million in regulatory assets under management and employs 3 people.
Maggi Investment Services, LLC owners & executives
14 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Robert Maggi Control | Chief Compliance Officer/Chief Executive Officer | Under 5% | 2011 |
| Maggi Intermediate, LLC Control | Member | Over 75% | 2026 |
| Christopher Robert Maggi Control | Co-Owner | 25-50% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Maggi Investment Services, LLC manage?
Maggi Investment Services, LLC reports $154 million in regulatory assets under management on its Form ADV.
How many employees does Maggi Investment Services, LLC have?
Maggi Investment Services, LLC reports 3 employees.
Where is Maggi Investment Services, LLC located?
Maggi Investment Services, LLC is based in Oldmar, FL and has been SEC-registered since 2026.
Does Maggi Investment Services, LLC disclose fund performance?
Maggi Investment Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3895 Tampa Road, Oldmar, FL 34677 |
| Phone | 727-799-1701 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$154MNo change
May '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$154Mregulatory AUM
Discretionary $154M