VANCEGRAY WEALTH MANAGEMENT, INC.

128 Broadway
Bangor, Maine 04401
Tel: 207-992-2819

About VANCEGRAY WEALTH MANAGEMENT, INC.

VANCEGRAY WEALTH MANAGEMENT, INC, formally registered with the SEC as VANCEGRAY WEALTH MANAGEMENT, INC. The firm was established in 05/25/2018. They have over 2 offices throughout the country.

VANCEGRAY WEALTH MANAGEMENT, INC. is a Bangor, Maine based Financial Planning firm with nearly $328,778,720 assets under management, offering retirement planning & investment advisory services to 2066 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	142613
SEC#	801-113303
Assets Managed by Firm	$328,778,720
No. of Clients	2066
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2066	$328,778,720
Individuals (other than high net worth individuals)	842	$108,287,063
High net worth individuals	113	$205,239,962
Pension and profit sharing plans	8	$5,599,035
Charitable organizations	5	$7,966,620
Corporations or other businesses	12	$1,686,040

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MEANS WEALTH MANAGEMENT 802 Stillwater Ave. Bangor, ME, 04401-3614	$976,990,954	3038	21
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