SAPOSH & MALTER, INC.
Firm details
- Headquarters
- WHITE PLAINS, New York
- CRD number
- 119514
- Website
- www.saposhmalter.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI66.67%
- Individuals33.33%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Saposh & Malter, Inc. is an independent, corporation-structured registered investment adviser that serves individual and family clients. The firm operates as a capital allocator and emphasizes financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third-party advisers. Its fee model combines a percentage-of-assets-under-management component with hourly charges. The firm is not identified 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 Equities70%
- Cash & Cash Equivalents25%
- US Government Bonds2%
- State & Local Bonds2%
- Investment Grade Corp Bonds1%
Contacts
2 of 2HARLAN MALTER
Financial PlannerCRD 2723178
ROBERT SAPOSH
Vice PresidentCRD 1546509
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WHITE PLAINS, NY
WESTCHESTER
Location
WHITE PLAINS, NY
Headquartered in WHITE PLAINS, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- WESTCHESTER
- Address
- 75 S Broadway
- Time zone
- ET (UTC-5)
- Office locations
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