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Building 2MAINE ADVISORY ASSOCIATES

Map pinFALMOUTH, ME
Phone207-778-2250
NotebookSEC #801-136260
Total AUM
$116.5M
Employees
3
Clients
177

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
358 U.S. ROUTE 1
SUITE 101
FALMOUTH
ME 04105
United States
Operating Hours
9 AM - 4 PM
BY APPOINTMENT
Phone
207-778-2250
Other Offices
1

ReceiptFinancials

Total AUM
$116.5M
Accounts
529
Discretionary
$114.2M
Accounts
524
Non-Discretionary
$2.3M
Accounts
5

ContactClients

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Individual Clients
143
AUM
$50.1M
HNW Individual Clients
33
AUM
$65.3M
Charitable Organization Clients
1
AUM
$1.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
FINANCIAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

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

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