Vancegray Wealth Management, Inc.

Vancegray Wealth Management, Inc. (CRD# 142613) is a financial advisory firm headquartered in Bangor, ME. They manage $328,778,720 in 2,066 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
128 Broadway, Bangor, ME 04401
http://www.vancegray.com
By the Numbers
  • Total Assets Under Management
    329
    MILLION
  • Total Number of Accounts
    2,066
    ACCOUNTS
  • Average Account Value
    $159,138
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
The map below shows states where this firm has explicit registration only.

FL, MA, ME, NH, PA, TX

Financial Advisors at Vancegray Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Ryan Bartlett, financial advisor Bangor ME
Ryan D. Bartlett
CRD#: 6132093
128 Broadway, Bangor, ME 04401

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.

2
Vance Gray, financial advisor Bangor ME
Vance B. Gray
CRD#: 2144280
128 Broadway, Bangor, ME 04401

Vance Gray (CRD# 2144280) is an Investment Advisor Representative working at Vancegray Wealth Management, Inc. in Bangor, ME and has over 32 years of experience in the finance industry.

3
Andrew Laslie, financial advisor Bangor ME
Andrew K. Laslie
CRD#: 4223257
128 Broadway, Bangor, ME 04401

Andrew Laslie (CRD# 4223257) is an Investment Advisor Representative working at Vancegray Wealth Management, Inc. in Bangor, ME and has over 8 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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