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MAINE ADVISORY ASSOCIATES
VOLK FINANCIAL LLC
CRD 311679 · SEC 801-136260
358 U.S. ROUTE 1, SUITE 101, FALMOUTH, ME, 04105, United States
Phone
207-778-2250
Fax
877-658-7633
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$116.5M
Discretionary AUM
$114.2M
Team
3 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-14
Disciplinary history
No
Services
Portfolio management (individuals)FINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 143 | $50.1M |
| High net worth individuals | 33 | $65.3M |
States served
ME, NH
All web addresses on file
Official SEC filing: View on IAPD