Maximilian
Hillerbrand

49 Financial

CRD#7564474
Investment Advisor
in Charlotte, NC

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About this Advisor

Maximilian Hillerbrand is a financial advisor based in Charlotte, North Carolina, working with 49 Financial. Maximilian has previously held positions at Purshe Kaplan Sterling Investments, Chick-Fil-A Hawks Creek, Chick-Fil-A Kernersville Fsu, Chick-Fil-A Hawks Creek Fsu, Chick-Fil-A Hanes Mall Food Co, Wochenblatt Gmbh, Chick-Fil-A Cary Town Center, and 49 Financial. Maximilian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Maximilian is part of 49 Financial, which operates out of Charlotte, North Carolina. The firm has 8 offices and 103 employees. The firm manages assets totaling $566.2 million and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at 49 Financial includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1213 W Morehead Street Suite 508
Charlotte, NC 28208

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49 Financial Brokerage Details

Total Assets Under Management

$566,217,984

NC Average: $3,042,739,679
Total Number of Employees

103

NC Average: 49
Total Number of Accounts

3,364

NC Average: 2,315
Average Account Size

$168,317

NC Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Maximilian Hillerbrand Work History

2022 - Present (3 years)

49 Financial

2022 - 2024 (2 years)

Purshe Kaplan Sterling Investments

2021 - 2022 (1 year)

Chick-Fil-A Hawks Creek

2020 - 2021 (1 year)

Chick-Fil-A Kernersville Fsu

2020 - 2020 (< 1 year)

Chick-Fil-A Hawks Creek Fsu

2017 - 2020 (3 years)

Chick-Fil-A Hanes Mall Food Co

2015 - 2017 (2 years)

Wochenblatt Gmbh

2014 - 2015 (1 year)

Chick-Fil-A Cary Town Center

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Maximilian Hillerbrand to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at 49 Financial

Adam Lenartowicz
Austin, TX
Joshua Henson
Houston, TX
Samuel Sibley
Austin, TX
Cami Engelbert
Austin, TX
Roy Anderson
Austin, TX
Maximilian Hillerbrand
Charlotte, NC
Chase Carlson
Houston, TX
Jon Webb
Rogers, AR

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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