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MEANS WEALTH MANAGEMENT
MEANS INVESTMENT CO., INC.
CRD 2748 · SEC 801-80992
802 STILLWATER AVE., BANGOR, ME, 04401-3614, United States
Phone
1-207-947-6763
Fax
1-207-947-8559
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.59B
Discretionary AUM
$1.42B
Team
24 total employees; 15 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; PROVIDE FINANCIAL & EXIT PLANNING SVCS FOR A NEGOTIATED FEE
Org form
Corporation
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingPublication of periodicalsEducational seminarsPROVIDE EXIT PLANNING SVCS FOR A NEGOTIATED FEE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 908 | $320.8M |
| High net worth individuals | 394 | $1.09B |
| Pension/profit sharing plans | 20 | $107.9M |
| Charitable organizations | 16 | $43.4M |
| State/municipal entities | 3 | $916K |
| Corporations/business entities | 34 | $31.1M |
States served
CA, GA, LA, ME, MA, NY, NC, SC, VA, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD