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Building 2ARIES WEALTH MANAGEMENT, LLC

Map pinPORTLAND, ME
Phone207-536-0530
NotebookSEC #801-86180
Total AUM
$658.6M
Employees
6
Clients
167

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
70 CENTER STREET
2ND FLOOR
PORTLAND
ME 04101
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
207-536-0530

ReceiptFinancials

Total AUM
$658.6M
Accounts
497
Discretionary
$658.6M
Accounts
497
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
31
AUM
$8.9M
HNW Individual Clients
133
AUM
$558.5M
Pension/Profit Sharing Plan Clients
1
AUM
$2.4M
Charitable Organization Clients
1
AUM
$20.7M
Corporation or Business Clients
1
AUM
$68.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMAMENHNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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