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PENSION MAXIMA INVESTMENT ADVISORY, INC.

CRD 144858 · SEC 801-68370

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$39.4M

Discretionary AUM

$2.4M

Team

3 total employees; 3 advisory reps; 5 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; PERCENTAGE OF PLAN , PERCENTAGE OF ASSETS UNDER ADVISEMENT

Org form

Corporation

Filing date

2026-03-25

Disciplinary history

No

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminarsPORTFOLIO MONITORING / CONSULTING

Client types

TypeClientsAUM
Individuals6$400K
High net worth individuals3$2.0M
Pension/profit sharing plans12$37.0M

All web addresses on file

Official SEC filing: View on IAPD