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MAPLE CAPITAL MANAGEMENT, INC.
MAPLE CAPITAL MANAGEMENT, INC.
MONTPELIER, Vermont
·
7 registered advisors
·
CRD# 130209
SEC# 801-62783
1
802-229-2838
01
Firm Overview
AUM
$1.7B
Regulatory assets under management
Employees
23
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at MAPLE CAPITAL MANAGEMENT, INC.
7 registered advisors
Elizabeth Sarah Hinchliffe Lewis
MONTPELIER, Vermont
CFA
CRD# 4717463
Evan Isaiah Pemberton
MONTPELIER, Vermont
CRD# 5617015
John Thomas Boland
MONTPELIER, Vermont
CRD# 1342613
Ramsey A Luhr
MONTPELIER, Vermont
CRD# 4573053
Steven Lawrence Killoran
MONTPELIER, Vermont
CRD# 2030339
Thomas Wayne Rawlings
MONTPELIER, Vermont
CRD# 5080094
Timothy Charles Escott
MONTPELIER, Vermont
CRD# 4653918
05
Office Locations
MONTPELIER, Vermont
7 advisors
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Data sourced from SEC Form ADV filings. MAPLE CAPITAL MANAGEMENT, INC. (CRD# 130209) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.