$116.5M Total AUM
$114.2M Disc. AUM
-- 3Y CAGR
3 Employees
176 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-04-2021
- Office Locations
- 1
Office Locations
358 U.s. Route 1 Suite 101 Falmouth ME
About Maine Advisory Associates
Maine Advisory Associates is a Maine-licensed boutique RIA in Falmouth providing investment management and financial planning for individuals, families, entrepreneurs, and trusts. The firm builds growth-oriented, risk-managed portfolios with a strong ETF focus and uses Charles Schwab as custodian. Known for highly individualized, privacy-minded guidance and timely client insights.
Team overview
42 AVG AGE
$58.3M AVG AUM / ADVISOR
$662.2K AVG AUM / CLIENT
5.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
3 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Pathway radial Eagle Vertex Unison quantum
Client Personas
Catalyst
Custodian
Summit capital Zenith
Investment Themes
Radial Meridian Insight signal
Investment Vehicles
North north Capital
Services
Legacy eagle Foundation Matrix pioneer Unison zenith Atlas alpha Pioneer optima Foundation Legacy focus
Owner & Executives
KIMBERLY LYNN VOLK
Chief Compliance Officer, Financial Advisor, Managing Member, President
- CRD
- #5946969
- Ownership
- 75% or more
(344) 361-8600
glacier.focus@radialcapital.com
in linkedin.com/in/momentum-pathway
Showing 1 of 1 owners & executives
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PATRICIA BARNES
Founder and President
- CRD
- #2301209
(241) 586-6180
pioneer.pathway@radialcapital.com
in linkedin.com/in/beacon-frontier
Michelle Marie Lamb
--
- CRD
- #6857674
(860) 640-1156
meridian.vital@atlascapital.com
in linkedin.com/in/unison-oak
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $114,225,226 | $217,987 |
| Non-Discretionary | $2,323,775 | $464,755 |
| Total | $116,549,001 | $220,319 |
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Separately Managed Accounts
Total SMA Asset: $116,549,001
Equity - Exchange:
35.5% Cash:
14.4% Municipal Bonds:
50.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,658,671,440 | 35.5% |
| Cash | $1,078,447,007 | 14.4% |
| Municipal Bonds | $3,752,096,878 | 50.1% |
| Total | $7,489,215,325 | 100.0% |