MAIMON WEALTH MANAGEMENT LTD.
Adviser information for MAIMON WEALTH MANAGEMENT LTD. last updated from Form ADV on March 1st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Israel |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 2 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 157 | $89.6M |
| Non-Discretionary | 1 | $75,958 |
| Total | 158 | $89.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 55 | $21.1M |
| HNW Individuals | 51 | $68.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 2 |
| No. of Non-U.S. Clients | 94 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-114294 |
|---|---|
| SEC ERA File Number | 801-114294 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 298566 |
| Legal Entity Identifier | None |
Principal Office
EHAD HA'AM 54BRA'ANANA
Israel
Monday - Friday, BY APPOINTMENT
Tel: 972 54 696 6638, Fax: 972 9 951 8118
Chief Compliance Officer
BENSION S. MAIMON
CHIEF EXECUTIVE OFFICER
EHAD HA'AM 54B
RA'ANANA
Israel
Tel:
972 54 696 6638
Fax:
972 9 951 8118
B**@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MAIMON, BENSION, SHALOM | Individual | – | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | 06/2015 | > 75% |