Overview
Assets Under Management: $329 million
Headquarters: BANGOR, ME
High-Net-Worth Clients: 113
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 113
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.42
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,066
Discretionary Accounts: 2,057
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 142613
Last Filing Date: 2024-03-20 00:00:00
Website: https://vancegray.com