MEANS INVESTMENT CO., INC.

MEANS WEALTH MANAGEMENT
BANGOR, Maine·7 registered advisors·CRD# 2748
SEC# 801-8099241-207-947-6763
01

Firm Overview

AUM
$977M
Regulatory assets under management
Employees
21
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Other: PROVIDE GENERAL ADVICE & FIN. PLANNING SVCS FOR A NEGOTIATED FEE
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at MEANS INVESTMENT CO., INC.

7 registered advisors
Dawn Ann Hatch
BANGOR, Maine
Eric George Woodbury
BANGOR, Maine
Erin Leigh Barry
BANGOR, Maine
John Russell Dudley
BANGOR, Maine
Paul Banwell Means
BANGOR, Maine
Ryan Paul Willette
BANGOR, Maine
Zachary Paul Means
BANGOR, Maine
05

Office Locations

BANGOR, Maine
7 advisors

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Data sourced from SEC Form ADV filings. MEANS INVESTMENT CO., INC. (CRD# 2748) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.