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Building 2CHOICE WEALTH ADVISORS LLC

Map pinWATERVILLE, ME
Phone(207) 873-0996
NotebookSEC #801-113869
Total AUM
$323.3M
Employees
4
Clients
605

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
325-D KENNEDY MEMORIAL DRIVE
WATERVILLE
ME 04901
United States
Operating Hours
9:00 AM - 4:30 PM
Monday - Friday
Phone
(207) 873-0996

ReceiptFinancials

Total AUM
$323.3M
Accounts
1,247
Discretionary
$323.3M
Accounts
1,247
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
514
AUM
$118M
HNW Individual Clients
88
AUM
$196.9M
Charitable Organization Clients
1
AUM
$4M
Government Entity Clients
1
AUM
$4.1M
Corporation or Business Clients
1
AUM
$294.6K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMAMENHNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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