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MEANS WEALTH MANAGEMENT
Tel: 1-207-947-6763
802 Stillwater Ave. Bangor, Maine 04401-3614
MEANS WEALTH MANAGEMENT
MEANS WEALTH MANAGEMENT is a Bangor, Maine based financial advisory firm with nearly $976,990,954 in assets under management and provides investment advisory services for 3038 clients. There are currently 21 financial advisors at the firm.
General Information
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)
Fee Structure:
A percentage of AUM, Hourly charges, Other (PROVIDE GENERAL ADVICE & FIN. PLANNING SVCS FOR A NEGOTIATED FE
Firm CRD#:
2748
SEC#:
801-80992
No. of Clients:
3038
Assets under Management
$976,990,954
No. of Advisors:
21
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