Maltin Wealth Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 164330
- Registered since
- August 13, 2012
- Website
- www.maltinwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI90.98%
- Individuals5.68%
- Pension & Profit Sharing Plans1.7%
- Corporations / Businesses1.64%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Maltin Wealth Management, Inc. is an independent registered investment adviser that has been SEC-registered since 2012 and is owned by an individual principal. The firm serves both individual and family clients as well as institutional clients, charging either a percentage of assets under management or fixed fees. Core advisory capabilities include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm does not identify as an active ESG investor and is not structured as a capital allocator.
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
- Public Funds/Mutual Funds56%
- Cash & Cash Equivalents17%
- State & Local Bonds16%
- Exchange Traded Equities6%
- Investment Grade Corp Bonds3%
Contacts
3 of 4
Sergio Rodriguez
Financial PlannerCRD 6679755
William Scholz
Client Administrative ManagerCRD 5420082
Peter Maltin
PrincipalCRD 4216725
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 125Active vs passive
$288M in ETFs
72%
$208M
13%
$80.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO RAFI DEVELOPED MARKETS EX-US ETF (PXF) | Invesco | Passive | Foreign Large Value | $13.8M | 181,827 | 4.77% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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