Pension Maxima Investment Advisory, Inc.

Pension Maxima Investment Advisory, Inc. (CRD# 144858) is a financial advisory firm headquartered in , . They manage $20,159,165 in 30 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $671,972
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NY

Financial Advisors at Pension Maxima Investment Advisory, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Bonnie Yam
CRD#: 4465731
1108 South Baldwin Avenue, Suite 210, Arcadia, CA 91007
101
Wealthminder
score

Bonnie Yam (CRD# 4465731) is an Investment Advisor Representative working at Pension Maxima Investment Advisory, Inc. in Arcadia, CA and has over 14 years of experience in the finance industry.

2
Kai Leung Cheung
CRD#: 4484838
1322 Potrero Grande Ave, Rosemead, CA 91770
96
Wealthminder
score

Kai Leung Cheung (CRD# 4484838) is an Investment Advisor Representative working at Pension Maxima Investment Advisory, Inc. in Rosemead, CA and has over 14 years of experience in the finance industry.

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