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David Michael Maggio

PERSONAL FINANCIAL PROFILES INC·CORAL SPRINGS, Florida
BrokerInvestment Adviser2 FINRA RegistrationsLicensed in 16 states
Unclaimed Profile
10100 W. SAMPLE ROAD, CORAL SPRINGS, FL 33065CRD# 2447727Firm CRD# 109327
01

About

David Michael Maggio is a registered financial advisor based in CORAL SPRINGS, Florida, affiliated with PERSONAL FINANCIAL PROFILES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PERSONAL FINANCIAL PROFILES INC
PERSONAL FINANCIAL PROFILES INC
AUM
$274M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at PERSONAL FINANCIAL PROFILES INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2447727
Firm CRD# 109327
184 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Michael Maggio offer?
David Michael Maggio specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CORAL SPRINGS, Florida for a consultation.
What are David Michael Maggio's credentials?
David Michael Maggio is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Michael Maggio located?
David Michael Maggio is based in CORAL SPRINGS, Florida, working with PERSONAL FINANCIAL PROFILES INC. Their office serves clients in the CORAL SPRINGS metropolitan area and surrounding communities.
How does David Michael Maggio charge for services?
David Michael Maggio's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PERSONAL FINANCIAL PROFILES INC?
PERSONAL FINANCIAL PROFILES INC has approximately 2 employees and manages $274M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CORAL SPRINGS
Michael James Conte — FUSION ANALYTICS INVESTMENT PARTNERS LLCKevin Patrick Lane — FUSION ANALYTICS INVESTMENT PARTNERS LLCFrank Thomas Pugliese — PERSONAL FINANCIAL PROFILES INCDouglas Jay Eaton — EATON FINANCIAL HOLDINGS COMPANY, LLCEric Drew Feuerstein — LIMELIGHT CAPITAL MANAGEMENT LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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