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Home > Retirement Planners > vermont > montpelier > MAPLE CAPITAL MANAGEMENT, INC.
MAPLE CAPITAL MANAGEMENT, INC.
535 Stone Cutters Way
Montpelier, Vermont 05602
Tel: 802-229-2838
About MAPLE CAPITAL MANAGEMENT, INC.
MAPLE CAPITAL MANAGEMENT, INC, formally registered with the SEC as MAPLE CAPITAL MANAGEMENT, INC. The firm was established in 02/20/2004. They have over 2 offices throughout the country.
MAPLE CAPITAL MANAGEMENT, INC. is a Montpelier, Vermont based Financial Planning firm with nearly $1,723,412,484 assets under management, offering retirement planning & investment advisory services to 2649 clients. The firm is staffed with 23 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 130209 |
| SEC# | 801-62783 |
| Assets Managed by Firm | $1,723,412,484 |
| No. of Clients | 2649 |
| No. of Advisors | 23 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2649 | $1,723,412,484 |
| Individuals (other than high net worth individuals) | 621 | $292,868,342 |
| High net worth individuals | 640 | $1,281,190,951 |
| Charitable organizations | 11 | $44,624,919 |
| Corporations or other businesses | 12 | $71,253,101 |
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