MO
MO

Maximillian Tobias Oxenbridge

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
192 clients
Average Client Portfolio
$6.7M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$5M
Financial Planning:Included in AUM fee
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Location

1050 Battery Street, Suite 100, San Francisco, CA, 94111

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Intellectus Partners, LLC
May 2025 - Present · 9 mos
Previous Registrations
Bessemer Investor Services, INC.Broker
October 2023 - April 2025 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2020 - May 2022 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2020 - May 2022 · 1 yr 9 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.