Maine Advisory Associates

Maine Advisory Associates (CRD# 311679) is a financial advisory firm headquartered in Falmouth, ME. They manage $84,196,747 in 463 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
358 U.s. Route 1, Suite 101, Falmouth, ME 04105
https://www.maineadvisory.com/
By the Numbers
  • Total Assets Under Management
    84
    MILLION
  • Total Number of Accounts
    463
    ACCOUNTS
  • Average Account Value
    $181,850
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

ME, NH

Financial Advisors at Maine Advisory Associates
Showing 1 - 3 of 3 top financial advisors.
1
Patricia Barnes, financial advisor Falmouth ME
Patricia Barnes
CRD#: 2301209
358 Us Route 1, Suite 101, Falmouth, ME 04105

Patricia Barnes (CRD# 2301209) is an Investment Advisor Representative working at Maine Advisory Associates in Falmouth, ME and has over 26 years of experience in the finance industry.

2
Michelle Lamb, financial advisor Falmouth ME
Michelle M. Lamb
CRD#: 6857674
358 Us Route 1, Suite 101, Falmouth, ME 04105

Michelle Lamb (CRD# 6857674) is an Investment Advisor Representative working at Maine Advisory Associates in Falmouth, ME and has over 6 years of experience in the finance industry.

3
Kimberly Volk, financial advisor Portland ME
Kimberly L. Volk
CRD#: 5946969
Portland, ME

Kimberly Volk (CRD# 5946969) is an Investment Advisor Representative working at Maine Advisory Associates in Portland, ME and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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