|
⚲
|
| Maytal Asset Management LLC
✚
| |
|---|---|
| CRD # | 168812 |
| SEC # | 801-110387 |
| CIK # | |
| AUM | $126.3 MM (2024-02-06) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 917-363-4919 |
| Address | 360 Hamilton Avenue White Plains, NY 10601 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 13.3 |
| (b) Individuals (high net worth individuals) | 35 | 105.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.1 |
| (h) Charitable organizations | 0 | 7.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 68 | 126.3 |
| By Discretionary | ||
| Discretionary | 68 | 126.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 68 | 126.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.0 | |
| United States Persons | 123.2 | |
| Total | 68 | 126.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Aljen Asset Management LLC
✚
|
NJ | 0.1 |
|
Dempsey Investment Management LLC
✚
|
VT | 0.1 |
|
Equilibria Wealth Management LLC
✚
|
TX | 0.1 |
|
Rookwood Wealth Management LLC
✚
|
OH | 0.1 |
|
Brazos Capital LLC
✚
|
TX | 0.1 |
|
SJHL Financial Services LLC
✚
|
KS | 0.1 |
|
Avant Capital LLC
✚
|
LA | 0.1 |
|
Nardis Advisors LLC
✚
|
NY | 0.1 |
|
Frankly Finances LLC
✚
|
FL | 0.1 |
|
Paller Financial Services Inc
✚
|
CO | 0.1 |