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).

By the Numbers
  • Total Assets Under Management
    79
    MILLION
  • Total Number of Accounts
    868
    ACCOUNTS
  • Average Account Value
    $90,780
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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
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.

FL, ME

Financial Advisors at Vancegray Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Vance B. Gray
CRD#: 2144280
128 Broadway, Bangor, ME 04401
96
Wealthminder
score

Vance Gray (CRD# 2144280) is an Investment Advisor Representative working at Vancegray Wealth Management, Inc. in Bangor, ME and has over 25 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.

2
Ryan D. Bartlett
CRD#: 6132093
128 Broadway, Bangor, ME 04401
95
Wealthminder
score

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.

3
Andrew K. Laslie
CRD#: 4223257
128 Broadway, Bangor, ME 04401
87
Wealthminder
score

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.

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