Saposh & Malter, Inc.
Saposh & Malter, Inc. (CRD# 119514) is a financial advisory firm headquartered in White Plains, NY. They manage $23,290,000 in 24 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management23MILLION
-
Total Number of Accounts24ACCOUNTS
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Average Account Value$970,417
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NY
Financial Advisors at Saposh & Malter, Inc.
1
Harlan Malter (CRD# 2723178) is an Investment Advisor Representative working at Saposh & Malter, Inc. in Aliso Viejo, CA and has over 27 years of experience in the finance industry.
2
Robert Saposh (CRD# 1546509) is an Investment Advisor Representative working at Saposh & Malter, Inc. in White Plains, NY and has over 37 years of experience in the finance industry.
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