Vancegray Wealth Management, Inc.
Vancegray Wealth Management, Inc. (CRD# 142613) is a financial advisory firm headquartered in Bangor, ME. They manage $78,796,968 in 868 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management79MILLION
Total Number of Accounts868ACCOUNTS
Average Account Value$90,780
- 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
- Educational seminars/workshops
Vance Gray (CRD# 2144280) is an Investment Advisor Representative working at Vancegray Wealth Management, Inc. in Bangor, ME and has over 26 years of experience in the finance industry. Vance Gray 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.
Ryan Bartlett (CRD# 6132093) is an Investment Advisor Representative working as a member of a devoted wealth management and financial planning team at VanceGray Wealth Management, Inc.
Andrew Laslie (CRD# 4223257) is an Investment Advisor Representative working at Vancegray Wealth Management, Inc. in Bangor, ME and has 1 year of experience in the finance industry.