MEANS WEALTH MANAGEMENT is a Bangor, Maine based financial advisory firm with nearly $743,799,162 in assets under management and provides investment advisory services for 2817 clients. There are currently 19 financial advisors at the firm.
General Information |
| Firm CRD#: | 2748 | |
| SEC#: | 801-80992 | |
| Assets under Management: | $743,799,162 | |
| No. of Clients: | 2817 | |
| No. of Advisors: | 19 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Portfolio Management for pooled Investment, Pension Consulting Services, Publication of periodicals or Newsletters, Educational Seminars/ Workshops | |
| Fee Structure: | A Percentage of AUM, Hourly charges, Other(PROVIDE GENERAL INVESTMENT ADVICE FOR A NEGOTIATED FEE) |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| CHOICE WEALTH ADVISORS LLC | 297745 | 801-113869 | 1219 | 4 | $220,412,228 |
| J.M. ARBOUR, LLC | 313352 | 801-124962 | 1040 | 8 | $92,942,052 |
| RM FINANCIAL SERVICES, LLC | 304297 | 801-120468 | 872 | 6 | $172,362,195 |
| BIRCHBROOK | 105164 | 801-36582 | 805 | 7 | $213,652,228 |
| ALTERITY FINANCIAL GROUP, LLC | 153534 | 801-79430 | 523 | 7 | $119,358,152 |
| EAGLE FINANCIAL STRATEGIES | 138825 | 801-120376 | 475 | 5 | $103,166,124 |
| RICHARD BROTHERS, FINANCIAL ADVISORS | 113826 | 801-122718 | 412 | 10 | $104,284,236 |
| GATHER FINANCIAL PLANNING | 164542 | 801-118146 | 357 | 7 | $118,786,293 |
| HARVEST ASSET GROUP, LLC | 165216 | 801-124896 | 311 | 2 | $107,250,131 |
| CLARK & STUART INC | 107991 | 801-113250 | 178 | 2 | $170,096,719 |
| OUTFITTER FINANCIAL | 291413 | 801-112316 | 138 | 3 | $139,421,040 |
| GUIDANCE POINT RETIREMENT SERVICES, LLC | 161000 | 801-73184 | 9 | 7 | $62,730,203 |