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).

By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, NY

Financial Advisors at Saposh & Malter, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Harlan M. Malter
CRD#: 2723178
15 Vantis Drive, Aliso Viejo, CA 92656

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 S. Saposh
CRD#: 1546509
75 South Broadway, Suite 4-107, White Plains, NY 10601

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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