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MEANS WEALTH MANAGEMENT
BANGOR, ME
1-207-947-6763
SEC #801-80992Total AUM
$1.6B
Employees
24Clients
1,375Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
802 STILLWATER AVE.
BANGOR
ME 04401-3614
United States
BANGOR
ME 04401-3614
United States
Operating Hours
SEE ABOVE
MON-THURS: 8:00AM-4:30PM; FRI 8:00AM-4:00PM
MON-THURS: 8:00AM-4:30PM; FRI 8:00AM-4:00PM
Phone
1-207-947-6763
Other Offices
5
Financials
Total AUM
$1.6B
Accounts
3,520Discretionary
$1.4B
Accounts
3,447Non-Discretionary
$177.6M
Accounts
73
Clients
Individual Clients
908AUM
$320.8M
HNW Individual Clients
394AUM
$1.1B
Pension/Profit Sharing Plan Clients
20AUM
$107.9M
Charitable Organization Clients
16AUM
$43.4M
Government Entity Clients
3AUM
$915.8K
Corporation or Business Clients
34AUM
$31.1M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio ManagementPublications
Other Services
PROVIDE EXIT PLANNING SVCS FOR A NEGOTIATED FEE
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PROVIDE FINANCIAL & EXIT PLANNING SVCS FOR A NEGOTIATED FEE
Compliance
Disclosures
None reported
State Registrations
CAFLGALAMAMENCNHNYSCTXVAWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.