MEANS WEALTH MANAGEMENT - Financial Advisor in Maine, Bangor

Tel: 1-207-947-6763 802 Stillwater Ave. Bangor, Maine 04401-3614

About MEANS WEALTH MANAGEMENT

MEANS WEALTH MANAGEMENT is a Bangor, Maine based financial advisory firm with nearly $976,990,954 in assets under management and provides investment advisory services for 3038 clients. There are currently 21 financial advisors at the firm.

General Information

Firm CRD#:

2748

Firm SEC#:

801-80992

Assets Under Management:

$976,990,954

No. of Clients:

3038

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops
Other (PROVIDE GENERAL INVESTMENT ADVICE)

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Maine?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Maine, Bangor

FirmCRD#:142613

SEC#:801-113303

No. of Advisors:11

No. of Clients:2066

AUM:$328,778,720

FirmCRD#:105164

SEC#:801-36582

No. of Advisors:7

No. of Clients:767

AUM:$245,178,595

FirmCRD#:138825

SEC#:801-120376

No. of Advisors:6

No. of Clients:497

AUM:$129,696,230

FirmCRD#:332765

SEC#:801-131174

No. of Advisors:1

No. of Clients:94

AUM:$101,292,356

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

VANCEGRAY WEALTH MANAGEMENT, INC.

142613

801-113303

2066

$328,778,720

BIRCHBROOK

105164

801-36582

767

$245,178,595

EAGLE FINANCIAL STRATEGIES

138825

801-120376

497

$129,696,230

OLDFIELD WEALTH PARTNERS

332765

801-131174

$101,292,356