Zachary
Means
Means Wealth Management
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About this Advisor
Zachary Means is a financial advisor based in Bangor, Maine, working with Means Wealth Management. Zachary has previously held positions at Means Investment Co., Inc and Means Investment Co, Inc. Zachary has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maine and Texas. Currently, Zachary is part of Means Wealth Management, which operates out of Bangor, Maine. The firm has 4 offices and 20 employees. The firm manages assets totaling $977.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, publication of newsletters, educational seminars, and other services. The fee structure at Means Wealth Management includes asset-based, hourly, and other fees.
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Means Wealth Management Brokerage Details
$976,990,954
20
3,038
$321,590
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Zachary Means Work History
Means Investment Co, Inc
Means Investment Co., Inc
Disclosures
Please visit the SEC profile of Zachary Means to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Means Wealth Management
Bangor, ME
Greenville, SC
Bangor, ME
Bangor, ME
Bangor, ME
Bangor, ME
Bangor, ME
Bangor, ME
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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