Maier Hauswirth Investment Advisors LLC is a large advisory firm based in Seattle. It manages $580 million of regulatory assets for 223 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Illinois, Indiana, Minnesota, and Wisconsin.
Maier Hauswirth Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. 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 Maier Hauswirth Investment Advisors LLC is $580 million. The firm's AUM has gone down by -15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Maier Hauswirth Investment Advisors LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Steven John Radowski has been acting as President since 1 Aug 2001. Catherine Linda Sweeney joined the executive team most recently as the Chief Compliance Officer.
The principal office where Maier Hauswirth Investment Advisors LLC performs its advisory services is located at 999 Third Ave, Seattle, WA 98104 The mailing address of the firm is C/O Wells Fargo Investments Llc, San Francisco, CA 94104. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-222-2614 or by fax 415-975-7951. The normal business hours are 8am-4:30pm on Monday - Friday. You can find more information about the New York firm at www.mhadvisor.com.