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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 |
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