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Building 2VANCEGRAY WEALTH MANAGEMENT, INC.

Map pinBANGOR, ME
Phone207-992-2819
NotebookSEC #801-113303
Total AUM
$328.8M
Employees
11
Clients
980

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
128 BROADWAY
BANGOR
ME 04401
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
207-992-2819
Other Offices
1

ReceiptFinancials

Total AUM
$328.8M
Accounts
2,066
Discretionary
$322M
Accounts
2,057
Non-Discretionary
$6.8M
Accounts
9

ContactClients

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Individual Clients
842
AUM
$108.3M
HNW Individual Clients
113
AUM
$205.2M
Pension/Profit Sharing Plan Clients
8
AUM
$5.6M
Charitable Organization Clients
5
AUM
$8M
Corporation or Business Clients
12
AUM
$1.7M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMAMENHPATX

HandshakeAffiliates

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

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