Peter L Maltin
Advisor at Maltin Wealth Management, Inc. — Ridgewood, NJ
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65, Series 66
Experience Industry experience
21 years
Location
Ridgewood, NJ
Maltin Wealth Management, Inc.
Team
Total advisors
4Clients per advisor
50 TypicalAvg AUM per client
$2,439,036 Very HighHNW client ratio
63% Very HighPeter Maltin is a financial advisor at Maltin Wealth Management, Inc. in Ridgewood, NJ, with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Maltin Wealth Management since 2012. Maltin Wealth Management is a fee-only, SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, and other entities. The firm manages approximately $425 million in client assets and employs a combined top-down and bottom-up investment process that includes fundamental and technical analysis, offering diversified portfolios with mutual funds, ETFs, and structured products.
Based on Maltin Wealth Management, Inc.
Based on Maltin Wealth Management, Inc.
$0 - $1,000,000: 2.00% $1,000,001 - $2,000,000: 1.50% $2,000,001 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% $10,000,001+: 0.75%
Fee-only: Financial planning and consulting fees generally up to $20,000, negotiable and fixed fee on a stand-alone basis. May be offset against asset management fees up to $5,000 annually.
Ridgewood, NJ
Ridgewood NJ
Advisors at this office
4
New Jersey · Texas
21 years of industry experience
Maltin Wealth Management, Inc.
2012 - Present • 14 years
Ridgewood, NJ
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