Maimon Wealth Management Ltd.
Firm details
- Headquarters
- Raanana,
- CRD number
- 298566
- Registered since
- November 16, 2018
- Website
- www.maimonwealth.com
- Custodians
- INTERACTIVE BROKERS LLC, LEUMI INVESTMENT SERVICES INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI92.73%
- Individuals7.27%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Maimon Wealth Management Ltd. is an independent registered investment adviser that focuses on individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses, charging clients on an assets-under-management basis as well as offering hourly and fixed-fee arrangements. Its stated investment orientation favors equities, deployed primarily through exchange-traded instruments, while the firm does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities86%
- Investment Grade Corp Bonds7%
- Sovereign Bonds4%
- Cash & Cash Equivalents2%
- Public Funds/Mutual Funds1%
Owners & executives
1 of 1
Bension Maimon
Founder & CEOCRD 2811251
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Raanana, null
Location
Raanana, null
Headquartered in Raanana, null.
- Address
- Ehad Haam 54b
- Office locations
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