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SAPOSH & MALTER, INC.
CRD 119514
75 SOUTH BROADWAY, SUITE 4-107, WHITE PLAINS, NY, 10601, United States
Phone
646-876-5220
Fax
646-863-4880
Registration
— (—)
Source
State registered
Total AUM
$24.6M
Discretionary AUM
$24.6M
Team
2 total employees; 2 advisory reps; 21 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $8.2M |
All web addresses on file
Official SEC filing: View on IAPD