CRD: 144858
Pension Maxima Investment Advisory, Inc.
$39.4M Total AUM
$2.4M Disc. AUM
-- 3Y CAGR
3 Employees
26 ADV. Clients
18 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-26-2007
- Office Locations
- 3
Office Locations
1108 South Baldwin Avenue Suite 210 Arcadia CA
-- SAN Jose CA
-- White Plains NY
About Pension Maxima Investment Advisory, Inc.
Pension Maxima Investment Advisory, Inc. is a White Plains-based RIA with 3 offices. The firm has been operating for 18 years. Managing $39.4M in total assets under management, with 3 advisory representatives. They custody assets with Altruist.
Team overview
-- AVG AGE
$13.1M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
11.1 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
18yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
B
BONNIE YAM
Analyst, Chief Compliance Officer, President
- CRD
- #4465731
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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K
KAI LEUNG CHEUNG
--
- CRD
- #4484838
Available
Available
Available
PETER KWOK WING YAM
--
- CRD
- #2480363
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,400,000 | -- |
| Non-Discretionary | $37,000,000 | $1,875,000 |
| Total | $39,400,000 | $1,875,000 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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