Elizabeth
Lewis
Maple Capital Management, Inc
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About this Advisor
Elizabeth Lewis is a chartered financial analyst based out of Montpelier, Vermont with a total of 11 years of relevant experience. Lewis currently works for Maple Capital Management, Inc. They have spent their complete time as a financial advisor at Maple Capital Management, Inc. Lewis maintains a Series 63 license, designating them as a securities broker, and is registered to advise clients in Vermont. Maple Capital Management, Inc is a financial advisory company that has its headquarters in Montpelier, VT. It has a total of 22 people on staff. It manages $1 billion in assets between its 2,394 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 12 charities and foundations. Of its 2,394 accounts, 51% belong to high-net-worth investors who have at least $1 million in assets. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management usually depend on which services are offered. Fees billed by Maple Capital Management, Inc can include any blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Maple Capital Management, Inc Brokerage Details
$1,366,024,417
22
2,394
$570,603
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Elizabeth Lewis Work History
Elizabeth has been registered as a financial advisor for 11 years.*
Maple Capital Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Elizabeth Lewis 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 Maple Capital Management, Inc
Montpelier, VT
Montpelier, VT
Montpelier, VT
Montpelier, VT
Montpelier, VT
Marietta, GA
Montpelier, VT
Marietta, GA
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