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Building 2MAPLE CAPITAL MANAGEMENT, INC.

Map pinMONTPELIER, VT
Phone802-229-2838
NotebookSEC #801-62783
Total AUM
$2.6B
Employees
27
Clients
1,597

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
535 STONE CUTTERS WAY
MONTPELIER
VT 05602
United States
Operating Hours
8:00A.M. - 5:00P.M.
Monday - Friday
Phone
802-229-2838
Other Offices
1

ReceiptFinancials

Total AUM
$2.6B
Accounts
3,579
Discretionary
$2.6B
Accounts
3,579
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
909
AUM
$471.1M
HNW Individual Clients
654
AUM
$1.9B
Charitable Organization Clients
11
AUM
$55.6M
Government Entity Clients
1
AUM
$1.1M
Insurance Company Clients
4
AUM
$30.4M
Corporation or Business Clients
18
AUM
$118.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDEFLGAIAILINLAMAMDMEMIMNNCNHNJNVNYOHORPARISCTNTXUTVAVTWAWIWV

HandshakeAffiliates

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

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