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Building 2VIGILANT WEALTH MANAGEMENT

Map pinPORTLAND, ME
Phone207-523-1110
NotebookSEC #801-61006
Total AUM
$2.2B
Employees
29
Clients
505

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE MONUMENT SQUARE
SUITE 601
PORTLAND
ME 04101
United States
Operating Hours
9 A.M. TO 5 P.M.
Monday - Friday
Phone
207-523-1110
Other Offices
1

ReceiptFinancials

Total AUM
$2.2B
Accounts
1,753
Discretionary
$2.2B
Accounts
1,753
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
81
AUM
$31.1M
HNW Individual Clients
416
AUM
$2.1B
Pension/Profit Sharing Plan Clients
1
AUM
$26.6M
Charitable Organization Clients
7
AUM
$53.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGALAMAMDMENCNHNJNYRISCTXVAVT

HandshakeAffiliates

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

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