S
$24.6M Total AUM
$24.6M Disc. AUM
-- 3Y CAGR
2 Employees
37 ADV. Clients
28 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-08-1998
- Office Locations
- 1
Office Locations
75 South Broadway Suite 4-107 White Plains NY
About Saposh & Malter, Inc.
Saposh & Malter, Inc. is a White Plains, NY registered investment adviser serving retail clients with financial planning and portfolio construction, including estate planning, insurance and business-succession guidance. Portfolios lean heavily on ETFs with some cash and fixed income exposure. Custody includes Charles Schwab and J.P. Morgan.
Team overview
59 AVG AGE
$12.3M AVG AUM / ADVISOR
$664.9K AVG AUM / CLIENT
8.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
28yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
H
HARLAN MITCHELL MALTER
Investment Advisor, President
- CRD
- #2723178
- Ownership
- 50% but less than 75%
Available
Available
Available
R
ROBERT STEVEN SAPOSH
Vice President
- CRD
- #1546509
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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