Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > pennsylvania > exton > ARIES WEALTH MANAGEMENT, LLC
ARIES WEALTH MANAGEMENT, LLC
70 Center Street
2nd Floor
Portland, Maine 04101
Tel: 207-536-0530
About ARIES WEALTH MANAGEMENT, LLC
ARIES WEALTH MANAGEMENT, LLC, formally registered with the SEC as ARIES WEALTH MANAGEMENT, LLC. The firm was established in 04/17/2015. They have over 1 offices throughout the country.
ARIES WEALTH MANAGEMENT, LLC is a Portland, Maine based Financial Planning firm with nearly $426,103,505 assets under management, offering retirement planning & investment advisory services to 557 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 175477 |
| SEC# | 801-86180 |
| Assets Managed by Firm | $426,103,505 |
| No. of Clients | 557 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 557 | $426,103,505 |
| Individuals (other than high net worth individuals) | 36 | $8,193,533 |
| High net worth individuals | 154 | $399,060,758 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,777,236 |
| Charitable organizations | Fewer than 5 clients | $17,071,978 |
More Retirement Planning firms in Portland, Maine:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
| $333,066,527,268 | 804462 | 2107 | |
| $194,796,322,013 | 93301 | 411 |
Explore More Retirement Advisors in Portland, Maine