Unclaimed Profile

Courtright Teachout Beard

MAPLE CAPITAL MANAGEMENT, INC.·MONTPELIER, Vermont

Clean recordMAPLE CAPITAL MANAGEMENT, INC.

535 STONE CUTTERS WAY, MONTPELIER, VT 05602CRD# 5738132Firm CRD# 130209

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Courtright Teachout Beard · MONTPELIER, VT

Registration

CRD #5738132 · MAPLE CAPITAL MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Courtright Teachout Beard is a registered financial advisor based in MONTPELIER, Vermont, affiliated with MAPLE CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

MAPLE CAPITAL MANAGEMENT, INC.

AUM

$1.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at MAPLE CAPITAL MANAGEMENT, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 5738132

Firm CRD# 130209

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Courtright Teachout Beard offer?

Courtright Teachout Beard specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MONTPELIER, Vermont for a consultation.

What are Courtright Teachout Beard's credentials?

Courtright Teachout Beard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Courtright Teachout Beard located?

Courtright Teachout Beard is based in MONTPELIER, Vermont, working with MAPLE CAPITAL MANAGEMENT, INC.. Their office serves clients in the MONTPELIER metropolitan area and surrounding communities.

How does Courtright Teachout Beard charge for services?

Courtright Teachout Beard's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MAPLE CAPITAL MANAGEMENT, INC.?

MAPLE CAPITAL MANAGEMENT, INC. has approximately 23 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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