| 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% |
| Fund structure | AUM | Fund type |
|---|---|---|
| Means Wealth Management | $743.80 mm | |
| Penobscot Associates, Inc | $4.55 mm | Other Private Fund |
