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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Quantum timber
- Established Date
- 06-01-2015
- Office Locations
- 1
Office Locations
About Maimon Wealth Management Ltd.
MaimonWealth is an independent, internationally focused wealth management firm serving individuals and families in Israel, the U.S., and abroad. The team specializes in customized cross-border financial planning and portfolio management for global investors, expats, relocating executives, and dual U.S./Israeli citizens, with an evidence-based, long-term approach spanning equity, fixed income, and currency considerations. Clients access the team via Mai, an encrypted platform for secure messaging, calls, and document sharing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BENSION SHALOM MAIMON
Chief Compliance Officer, Chief Executive Officer
- CRD
- --
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $156,529,147 | $832,602 |
| Non-Discretionary | $0 | -- |
| Total | $156,529,147 | $832,602 |
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Separately Managed Accounts
Total SMA Asset: $156,529,147
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $614,277,056 | 23.7% |
| Corporate - Investment Grade | $673,890,441 | 26.0% |
| Sovereign Bonds | $795,709,098 | 30.7% |
| Cash | $204,759,019 | 7.9% |
| Public Funds | $303,250,699 | 11.7% |
| Total | $2,591,886,313 | 100.0% |