Pension Maxima Investment Advisory, Inc.
Pension Maxima Investment Advisory, Inc. (CRD# 144858) is a financial advisory firm headquartered in , . They manage $33,200,000 in 20 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management33MILLION
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Total Number of Accounts20ACCOUNTS
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Average Account Value$1,660,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
CA, NY
Kai Leung Cheung (CRD# 4484838) is an Investment Advisor Representative working at Pension Maxima Investment Advisory, Inc. in White Plains, NY and has over 22 years of experience in the finance industry.
Bonnie Yam (CRD# 4465731) is an Investment Advisor Representative working at Pension Maxima Investment Advisory, Inc. in Arcadia, CA and has over 22 years of experience in the finance industry.
Peter Yam (CRD# 2480363) is an Investment Advisor Representative working at Pension Maxima Investment Advisory, Inc. in White Plains, NY and has over 16 years of experience in the finance industry.