PENSION MAXIMA INVESTMENT ADVISORY, INC.

PENSION MAXIMA INVESTMENT ADVISORY, INC. is an SEC-registered investment adviser (CRD 144858). Regulatory assets under management: $39.4M.

Registration

• CRD: 144858
• SEC file number: 801-68370
• Type: Registered investment adviser
• Phone: 914-574-5023
• Latest filing: 2026-03-25
• Regulatory AUM: $39.4M
• Discretionary AUM: $2.4M
• Non-discretionary AUM: $37.0M
• Clients: 3
• Accounts: 20

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pensions, Charities, Other.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 144858 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search