Allocator Index · CRD 2748
MEANS WEALTH MANAGEMENT
Bangor, ME · 1-207-947-6763 · linkedin.com/company/means-wealth-management
Fit score
72
- aum $250M-$3.0B+22
- any_private_fund+22
- hnw>=200+20
- employees 3-60+8
HNW clients
394
Other individuals
908
HNW assets
$1.09B
Total AUM
$1.59B
Employees
24
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| PENOBSCOT ASSOCIATES, INC | Other Private Fund | $8.2M |