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| Happy Holidays!! thanks for using AUM13F!! |
| Maytal Asset Management LLC
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| CRD # | 168812 |
| SEC # | 801-110387 |
| CIK # | |
| AUM | $120.2 M (2025-02-12) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 917-363-4919 |
| Address | 360 Hamilton Avenue White Plains, NY 10601 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24 | 13.3 |
| (b) Individuals (high net worth individuals) | 37 | 97.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 9.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 162 | 120.2 |
| By Discretionary | ||
| Discretionary | 162 | 120.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 162 | 120.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.5 | |
| United States Persons | 117.7 | |
| Total | 162 | 120.2 |
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|---|---|---|
|
Central Wealth Management LLC
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|
WI | 0.1 |
|
Wolverine Wealth Advisory Services Inc
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MI | 0.1 |
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Delta Wealth Advisors LLC
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0.1 | |
|
RHL Group LLC
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MI | 0.1 |
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Cascade Financial Strategies LLC
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OR | 0.1 |
|
Anderson Griggs & Company Inc
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SC | 0.1 |
|
USA Financial & Tax Services LLC
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|
CT | 0.1 |
|
Vision Financial Management LLC
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|
OH | 0.1 |
|
Glover Park Wealth Management LLC
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|
VA | 0.1 |
|
Jackson & Associates Inc
✚
|
NM | 0.1 |