# PENSION MAXIMA INVESTMENT ADVISORY, INC.

PENSION MAXIMA INVESTMENT ADVISORY, INC. is an SEC-registered investment adviser.

## Registration

- CRD: 144858
- Type: SEC-registered investment adviser
- SEC file number: 801-68370
- 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)

| Name | Role | Location |
| --- | --- | --- |
| YAM BONNIE | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/144858/brochure
- Similar advisers: https://search.stillhousedata.com/firm/144858/similar
- Related entities: https://search.stillhousedata.com/firm/144858/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/144858

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.