M
CRD: 173884
Maine Center FOR Wealth Management, LLC
$25.4M Total AUM
$25.4M Disc. AUM
-- 3Y CAGR
1 Employees
61 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-02-2015
- Office Locations
- 1
Office Locations
6 E. Chestnut Street Suite L03 Augusta ME
About Maine Center FOR Wealth Management, LLC
Maine Center for Wealth Management, LLC is a Maine-licensed RIA and insurance business entity delivering fiduciary wealth management and insurance guidance for retail clients. It builds client-specific portfolios using individual stocks and bonds, mutual funds and ETFs, cash, and no-load variable annuities, and reviews life, long-term care and existing annuity products. Custody includes Charles Schwab.
Team overview
39 AVG AGE
$25.4M AVG AUM / ADVISOR
$416.9K AVG AUM / CLIENT
11.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
CRAIG ANTHONY STEVENS
Financial Consultant, President
- CRD
- #5894600
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,433,207 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,433,207 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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