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ELDER PLANNING ADVISORS OF MAINE, INC.
ELDER PLANNING ADVISORS OF MAINE, INC.
SOUTH PORTLAND, Maine
·
1 registered advisor
·
CRD# 120826
SEC# 801-63723
207-767-8225
01
Firm Overview
AUM
$29M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at ELDER PLANNING ADVISORS OF MAINE, INC.
1 registered advisor
Clifford Patrick Ryan
SOUTH PORTLAND, Maine
CRD# 1218554
05
Office Locations
SOUTH PORTLAND, Maine
1 advisor
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Data sourced from SEC Form ADV filings. ELDER PLANNING ADVISORS OF MAINE, INC. (CRD# 120826) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.