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Building 2GATHER FINANCIAL PLANNING

Map pinFALMOUTH, ME
Phone207-781-3500
NotebookSEC #801-118146
Total AUM
$148.4M
Employees
6
Clients
88

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
19 NORTHBROOK DRIVE
FALMOUTH
ME 04105
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
207-781-3500
Other Offices
1

ReceiptFinancials

Total AUM
$148.4M
Accounts
400
Discretionary
$148.4M
Accounts
400
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
43
AUM
$30.5M
HNW Individual Clients
44
AUM
$103.8M
Charitable Organization Clients
1
AUM
$14.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ME

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

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