Means Investment is a fund manager in Bangor with $860.27 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
Former names
Means Investment Co Inc
SEC CIK
IRS number
10377968
SEC advisor number
801-80992
FINRA CRD number
2748
AUM ?
$860.27 mm
(as of 2 Nov 22)
Accounts
2,524
(as of 2 Nov 22)
Employees
18
(11 investment advisory or research)
Address
Means Investment
802 STILLWATER AVENUE
BANGOR
ME 04401
802 STILLWATER AVENUE
BANGOR
ME 04401
Office hours
Monday - Friday, 8:00 A.M.- 5:00 P.M.
Phone
(207) 947-6763
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Means, Paul, Banwell | Chairman | 09/2021 | 25-50% |
Dudley, John, Russell | Senior Vice President | 12/2004 | < 5% |
Means, Zachary, Paul | President | 09/2021 | > 75% |
barry, erin, leigh | Chief Executive Officer | 09/2021 | < 5% |
Hatch, Dawn, Ann | Chief Compliance Officer & Operations Manager | 03/2021 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Means Wealth Management | $860.27 mm | |
Penobscot Associates, Inc | $4.85 mm | Other Private Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
31 Jul 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
17 Oct 22
13F-HR
Quarterly holdings report by institutional manager
21 Jul 22
13F-HR
Quarterly holdings report by institutional manager
26 Apr 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22