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Zachary Paul Means

MEANS INVESTMENT CO., INC.·BANGOR, Maine
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802 STILLWATER AVE., BANGOR, ME 04401-3614CRD# 5002275Firm CRD# 2748
01

About

Zachary Paul Means is a registered financial advisor based in BANGOR, Maine, affiliated with MEANS INVESTMENT CO., INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
MEANS INVESTMENT CO., INC.
MEANS WEALTH MANAGEMENT
AUM
$977M
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at MEANS INVESTMENT CO., INC. →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Other: PROVIDE GENERAL ADVICE & FIN. PLANNING SVCS FOR A NEGOTIATED FEE
Regulatory
SEC/IARD CRD# 5002275
Firm CRD# 2748
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Zachary Paul Means offer?
Zachary Paul Means specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in BANGOR, Maine for a consultation.
What are Zachary Paul Means's credentials?
Zachary Paul Means is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Zachary Paul Means located?
Zachary Paul Means is based in BANGOR, Maine, working with MEANS INVESTMENT CO., INC.. Their office serves clients in the BANGOR metropolitan area and surrounding communities.
How does Zachary Paul Means charge for services?
Zachary Paul Means's firm is compensated through percentage of aum, hourly charges, other: provide general advice & fin. planning svcs for a negotiated fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MEANS INVESTMENT CO., INC.?
MEANS INVESTMENT CO., INC. has approximately 21 employees and manages $977M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Maine
PORTLAND (131)BRUNSWICK (17)BAR HARBOR (6)FALMOUTH (6)SOUTH PORTLAND (5)
City Guides
PORTLAND GuideBRUNSWICK GuideBAR HARBOR GuideFALMOUTH GuideSOUTH PORTLAND Guide
Research
Advisor Fees in MaineNational Fee Analysis
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