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Building 2MAIMON WEALTH MANAGEMENT LTD.

Map pinRA'ANANA
Phone972 54 696 6638
NotebookSEC #801-114294
Total AUM
$156.5M
Employees
5
Clients
114

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
EHAD HA'AM 54B
RA'ANANA
4321128
Israel
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
972 54 696 6638
Other Offices
1

ReceiptFinancials

Total AUM
$156.5M
Accounts
188
Discretionary
$156.5M
Accounts
188
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
33
AUM
$11.4M
HNW Individual Clients
81
AUM
$145.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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