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, owner-operated registered investment adviser. The firm has been SEC registered since 2012 and provides advice to both individual/family and institutional clients. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Fee arrangements include a percentage-of-AUM component and fixed fees. The firm does not list itself as an active ESG investor and does not act 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
Peter Maltin
PrincipalCRD 4216725
Gerald Brown
Director of Financial PlanningCRD 6398094
Sergio Rodriguez
Financial PlannerCRD 6679755
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 130Active vs passive
$295M in ETFs
71%
$209M
15%
$86.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO RAFI DEVELOPED MARKETS EX-US ETF (PXF) | Invesco | Passive | Foreign Large Value | $14.4M | 188,561 | 4.87% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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