Investment adviser · CRD 120826

ELDER PLANNING ADVISORS OF MAINE, INC.

Investment adviser filing (IA)

SOUTH PORTLAND, ME, United States · Form ADV filed Feb 27, 2012

Regulatory AUM
$28.9M
Form ADV · Item 5.F
Client accounts
261
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 27, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1006 BROADWAY
SOUTH PORTLAND, ME, 04106-4205, United States

CRD 120826

Filing source

Form ADV 608413 · Feb 27, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.