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
http://www.maltinwealth.com/
By the Numbers
  • Total Assets Under Management
    356
    MILLION
  • Total Number of Accounts
    1,082
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, FL, NJ, NY, TX

Financial Advisors at Maltin Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Peter Maltin, financial advisor Ridgewood NJ
Peter L. Maltin
CRD#: 4216725
Ridgewood, NJ

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, financial advisor Ridgewood NJ
William M. Scholz
CRD#: 5420082
Ridgewood, NJ

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals