Overview
Assets Under Management: $2.2 billion
Headquarters: MONTPELIER, VT
High-Net-Worth Clients: 549
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 549
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.09
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 3,069
Discretionary Accounts: 3,069
Regulatory Filings
CRD Number: 130209
Filing ID: 1951149
Last Filing Date: 2025-03-31 11:31:00
Website: https://maplecapital.com