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Elizabeth Sarah Hinchliffe Lewis

MAPLE CAPITAL MANAGEMENT, INC.·MONTPELIER, Vermont
Clean recordMAPLE CAPITAL MANAGEMENT, INC.
535 STONE CUTTERS WAY, MONTPELIER, VT 05602CRD# 4717463Firm CRD# 130209

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Elizabeth Sarah Hinchliffe Lewis · MONTPELIER, VT
Registration
CRD #4717463 · MAPLE CAPITAL MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Elizabeth Sarah Hinchliffe Lewis 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MAPLE CAPITAL MANAGEMENT, INC.
MAPLE CAPITAL MANAGEMENT, INC.
AUM
$1.7B
Regulatory assets under management
Employees
23
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4717463
Firm CRD# 130209
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Elizabeth Sarah Hinchliffe Lewis offer?
Elizabeth Sarah Hinchliffe Lewis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MONTPELIER, Vermont for a consultation.
What are Elizabeth Sarah Hinchliffe Lewis's credentials?
Elizabeth Sarah Hinchliffe Lewis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elizabeth Sarah Hinchliffe Lewis located?
Elizabeth Sarah Hinchliffe Lewis 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 Elizabeth Sarah Hinchliffe Lewis charge for services?
Elizabeth Sarah Hinchliffe Lewis'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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Other Advisors at MAPLE CAPITAL MANAGEMENT, INC.

Evan Isaiah Pemberton
MONTPELIER, VT
Courtright Teachout Beard
MONTPELIER, VT
Craig Behnke
MONTPELIER, VT
Hilary Thompson Roper
MONTPELIER, VT
John Thomas Boland
MONTPELIER, VT
Ramsey A Luhr
MONTPELIER, VT

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Research
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