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Building 2ELDER PLANNING ADVISORS OF MAINE, INC.

Map pinSOUTH PORTLAND, ME
Phone207-767-8225
NotebookSEC #801-63723
Total AUM
$28.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1006 BROADWAY
SOUTH PORTLAND
ME 04106-4205
United States
Operating Hours
9:00 AM TO 4:00 PM
Monday - Friday
Phone
207-767-8225

ReceiptFinancials

Total AUM
$28.9M
Accounts
261
Discretionary
$22.9M
Accounts
180
Non-Discretionary
$6M
Accounts
81

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ME

HandshakeAffiliates

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

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