Maltin Wealth Management, Inc.
Maltin Wealth Management, Inc. (CRD# 164330) is a financial advisory firm headquartered in , . They manage $356,313,000 in 1,082 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Maltin Wealth Management, Inc.
By the Numbers
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Total Assets Under Management356MILLION
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Total Number of Accounts1,082ACCOUNTS
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Average Account Value$329,310
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, NJ, NY, TX
Financial Advisors at Maltin Wealth Management, Inc.
1
Peter Maltin (CRD# 4216725) is an Investment Advisor Representative and Principal at Maltin Wealth Management, Inc. in Paramus, NJ and has over 17 years of experience in the finance industry.
2
William Scholz (CRD# 5420082) is an Investment Advisor Representative working at Maltin Wealth Management, Inc. in Ridgewood, NJ and has 1 year of experience in the finance industry.
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