Means Investment is a fund manager in Bangor with $743.80 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 ?
$743.80 mm
(as of 18 May 23)
Accounts
2,817
(as of 18 May 23)
Employees
19
(11 investment advisory or research)
Address
Means Investment
802 STILLWATER AVENUE
BANGOR
ME 04401
802 STILLWATER AVENUE
BANGOR
ME 04401
Office hours
MON-THURS: 8:00AM-5:00PM; FRI 8:00AM-4:00PM, SEE ABOVE
Phone
(207) 947-6763
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Means, Paul, Banwell | Chairman | 09/2021 | 25-50% |
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 | $743.80 mm | |
Penobscot Associates, Inc | $4.55 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