MEANS WEALTH MANAGEMENT

802 Stillwater Ave.
Bangor, Maine 04401-3614
Tel: 1-207-947-6763

About MEANS WEALTH MANAGEMENT

MEANS WEALTH MANAGEMENT, formally registered with the SEC as MEANS WEALTH MANAGEMENT. The firm was established in 02/19/2015. They have over 5 offices throughout the country.

MEANS WEALTH MANAGEMENT is a Bangor, Maine based Financial Planning firm with nearly $976,990,954 assets under management, offering retirement planning & investment advisory services to 3038 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	2748
SEC#	801-80992
Assets Managed by Firm	$976,990,954
No. of Clients	3038
No. of Advisors	21

Fee Structure

A percentage of AUM
Hourly charges
Other (PROVIDE GENERAL ADVICE & FIN. PLANNING SVCS FOR A NEGOTIATED FEE)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops
Other (PROVIDE GENERAL INVESTMENT ADVICE)

Firm Client Information

	No. of Clients	AUM
Firm Total	3038	$976,990,954
Individuals (other than high net worth individuals)	924	$265,121,122
High net worth individuals	287	$626,327,702
Pension and profit sharing plans	20	$39,923,749
Charitable organizations	15	$23,683,779
Corporations or other businesses	25	$21,139,308

More Retirement Planning firms in Bangor, Maine:

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H.M. PAYSON One Portland Square 5th Floor Portland, ME, 04101	$6,955,171,652	4017	33
R M DAVIS INC 24 City Center Portland, ME, 04101-4069	$6,315,757,763	5680	57
GREENBACKER CAPITAL MANAGEMENT LLC 30 Danforth Street, Suite 206 Portland, ME, 04101	$3,800,000,000	7	200
HEADINVEST 7 Custom House St, 4th Floor Portland, ME, 04101-4194	$897,644,886	1240	16
PORTLAND GLOBAL ADVISORS LLC 217 Commercial St, Suite 400 Portland, ME, 04101	$894,628,115	813	11

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