Means Wealth Management

Means Wealth Management (CRD# 2748) is a financial advisory firm headquartered in Bangor, ME. They manage $743,799,162 in 2,817 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
802 Stillwater Ave., Bangor, ME 04401
https://www.youtube.com/user/meanswealthmanagemen
By the Numbers
  • Total Assets Under Management
    744
    MILLION
  • Total Number of Accounts
    2,817
    ACCOUNTS
  • Average Account Value
    $264,039
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, MA, ME, NC, NH, NY, SC, TX, VA, WA

Financial Advisors at Means Wealth Management
Showing 11 - 11 of 11 top financial advisors.
11
Thomas Herlihy, financial advisor Bangor ME
Thomas J. Herlihy
CRD#: 7497199
802 Stillwater Ave., Bangor, ME 04401

Thomas Herlihy (CRD# 7497199) is an Investment Advisor Representative working at Means Wealth Management in Bangor, ME and has 1 year of experience in the finance industry.

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