MEANS INVESTMENT CO., INC.
Doing business as MEANS WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$1,594,606,299
Discretionary
$1,417,050,432
Non-discretionary
$177,555,867
Firm details
- CRD number
- 2748
- SEC file number
- 801-80992
- Main office
- BANGOR, ME, United States
- Employees
- 24
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Other
As of October 2026.