Maxus Asset Management Inc. (Cleveland)

Name: Maxus Asset Management Inc.
Address: 1301 E 9 Th St., Cleveland, OH, 44114 1800
Telephone: 216-687-1000

Maxus Asset Management Inc. is a large advisory firm based in Cleveland. It manages $148.55 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Ohio.

Maxus Asset Management provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Maxus Asset Management: assets under management

The assets under management (AUM) of Maxus Asset Management Inc. is $148.55 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $148.55 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $29.71 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Maxus Asset Management Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Maxus Asset Management Inc.

Richard Anthony Barone has been acting as President since 1 Oct 1974. Fifth Third Bancorp joined the executive team most recently as the Parent Company.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Anthony Barone	President/director	1 Oct 1974	Other	13213
Robert William Curtin	Secretary/director	1 Sep 1994	Other	1283433
Fifth Third Bancorp	Parent company	1 Jan 2001	75% - 100%	31-0854434
Denis James Amato	Senior vice pres/director	1 Jan 2001	Other	2944739

Based in Cleveland

The principal office where Maxus Asset Management Inc. performs its advisory services is located at 1301 E 9 Th St., Cleveland, OH 44114 1800, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 216-687-1000 or by fax 216-687-1001. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at 53.com.