Unclaimed Profile

Ramsey A Luhr

MAPLE CAPITAL MANAGEMENT, INC.·MONTPELIER, Vermont

Series 65Clean record24 years registeredMAPLE CAPITAL MANAGEMENT, INC.

535 STONE CUTTERS WAY, MONTPELIER, VT 05602CRD# 4573053Firm CRD# 130209

Profile Verification

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

Identity

Ramsey A Luhr · MONTPELIER, VT

Registration

CRD #4573053 · MAPLE CAPITAL MANAGEMENT, INC. · 24 years registered

Brand Profile

Not yet started

Career History

MAPLE CAPITAL MANAGEMENT, INC.

Jun 2004 – present

NL CAPITAL MANAGEMENT, INC.

Feb 2002 – Jun 2004

MONTPELIER, VT

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 15, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MAPLE CAPITAL MANAGEMENT, INC.

CRD 130209 · SEC 801-62783

AUM

$1.7B

Regulatory assets under management

Employees

2,649 client accounts

Services offered by MAPLE CAPITAL MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MAPLE CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Ramsey A Luhr offer?

Ramsey A Luhr specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MONTPELIER, Vermont for a consultation.

What are Ramsey A Luhr's credentials?

Ramsey A Luhr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ramsey A Luhr located?

Ramsey A Luhr 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 Ramsey A Luhr charge for services?

Ramsey A Luhr'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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