Maple Capital Management, Inc.
Maple Capital Management, Inc. (CRD# 130209) is a financial advisory firm headquartered in Montpelier, VT. They manage $1,594,168,766 in 2,168 accounts and serve the financial needs of clients across 30 states (or territories).
-
Total Assets Under Management1,594MILLION
-
Total Number of Accounts2,168ACCOUNTS
-
Average Account Value$735,318
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IA, IL, IN, LA, MA, MD, ME, MN, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI, WV
Steven Killoran (CRD# 2030339) is an Investment Advisor Representative working at Maple Capital Management, Inc. in Montpelier, VT and has over 15 years of experience in the finance industry.
Elizabeth Lewis (CRD# 4717463) is an Investment Advisor Representative working at Maple Capital Management, Inc. in Montpelier, VT and has over 18 years of experience in the finance industry.
Richard Litchfield (CRD# 2800769) is an Investment Advisor Representative working at Maple Capital Management, Inc. in Montpelier, VT and has over 19 years of experience in the finance industry.
Ramsey Luhr (CRD# 4573053) is an Investment Advisor Representative working at Maple Capital Management, Inc. in Montpelier, VT and has over 20 years of experience in the finance industry.
Joshua Mallery (CRD# 6992850) is an Investment Advisor Representative working at Maple Capital Management, Inc. in Montpelier, VT and has over 3 years of experience in the finance industry.
Gerald Milkowski (CRD# 334319) is an Investment Advisor Representative working at Maple Capital Management, Inc. in Hanover, NH and has over 39 years of experience in the finance industry.
Debbie Montgomery (CRD# 1668162) is an Investment Advisor Representative working at Maple Capital Management, Inc. in Marietta, GA and has over 33 years of experience in the finance industry. Debbie Montgomery has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Evan Pemberton (CRD# 5617015) is an Investment Advisor Representative working at Maple Capital Management, Inc. in Montpelier, VT and has over 13 years of experience in the finance industry.
Clayton Shiver (CRD# 5797402) is an Investment Advisor Representative working at Maple Capital Management, Inc. in Marietta, GA and has over 11 years of experience in the finance industry.
Timothy Wooster (CRD# 6874323) is an Investment Advisor Representative working at Maple Capital Management, Inc. in Montpelier, VT and has over 4 years of experience in the finance industry.