Maya Philipson is a registered investment advisor at Adasina Social Capital, based in Berkeley, CA, with 20 years of industry experience. Maya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 4 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Adasina Social Capital manages investment portfolios, but the brochure does not specify the fees charged for this service. Therefore, I am unable to provide a summary of investment management fees.
Location
Berkeley, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Maya is a board member of Philipson Business Properties L.P. since 2005, dedicating minimal time and having no individual authority. She also works as a management consultant for Abacus Wealth Partners since 2021, spending a few hours per week and not providing advisory services or interacting with clients.
Employment History
Current Registrations
Adasina Social Capital
Previous Registrations
Cambridge Investment Research Advisors, INC.
Ameriprise Financial Services, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.