Investment adviser · CRD 144858

PENSION MAXIMA INVESTMENT ADVISORY, INC.

Investment adviser filing (IA)

· Form ADV filed Jun 6, 2012

Regulatory AUM
$15M
Form ADV · Item 5.F
Client accounts
8
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 6, 2012. View historical filings

Reported services

Individual portfolio management · Pension consulting

Compensation

Hourly · Fixed

Principal office

CRD 144858

Filing source

Form ADV 648671 · Jun 6, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.