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).

Current Firm Details
http://www.pensionmaxima.com/
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $1,660,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NY

Financial Advisors at Pension Maxima Investment Advisory, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Kai Leung Cheung, financial advisor White Plains NY
Kai Leung Cheung
CRD#: 4484838
White Plains, 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.

2
Bonnie Yam, financial advisor Arcadia CA
Bonnie Yam
CRD#: 4465731
1108 South Baldwin Avenue, Suite 210, Arcadia, CA 91007

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.

3
Peter Yam, financial advisor White Plains NY
Peter K. Yam
CRD#: 2480363
White Plains, NY

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.

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.

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