← Tributary

MAGGI INVESTMENT SERVICES, LLC

OLDMAR, FL · CRD 156856 · IAPD ↗ · maggifinancial.com · 727-799-1701

$154.0MRegulatory AUM
3Advisory reps
3Employees
764Clients
51-100Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2026 — MAGGI INVESTMENT SERVICES, LLC (OLDMAR, FL) is newly SEC-registered with $154.0M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.