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Building 2OLDFIELD WEALTH PARTNERS

Map pinBANGOR, ME
Phone207-573-3001
NotebookSEC #801-131174
Total AUM
$110M
Employees
3
Clients
93

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
77 EXCHANGE ST.
SUITE 302
BANGOR
ME 04401
United States
Operating Hours
M-TH 8:30AM TO 5PM AND FRIDAY 8:30 TO 4PM
M-TH 8:30AM TO 5PM AND FRIDAY 8:30 TO 4PM
Phone
207-573-3001

ReceiptFinancials

Total AUM
$110M
Accounts
283
Discretionary
$110M
Accounts
283
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
63
AUM
$24.2M
HNW Individual Clients
30
AUM
$85.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
METX

HandshakeAffiliates

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

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