Overview
Assets Under Management: $425 million
High-Net-Worth Clients: 123
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 123
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.70
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,123
Discretionary Accounts: 1,102
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 164330
Last Filing Date: 2025-02-18 00:00:00
Website: https://maltinwealth.com