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Maggi Investment Services, LLC

● SEC registered since 2026CRD 156856SEC# 801-136550Oldmar, FL
Export (members)
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
NameTitleOwnershipSince
Christopher Robert Maggi ControlChief Compliance Officer/Chief Executive OfficerUnder 5%2011
Maggi Intermediate, LLC ControlMemberOver 75%2026
Christopher Robert Maggi ControlCo-Owner25-50%2026
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Frequently 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

Address3895 Tampa Road, Oldmar, FL 34677
Phone727-799-1701
Office hours9 a.m. To 5 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$154M
Non-discretionary$0
Total (RAUM)$154M