Wealth Manager

    Maine Advisory Associates

    Registered investment advisor · Falmouth, Maine · CRD #311679

    Assets Under Management
    $117M
    Client Accounts
    529
    Employees
    3
    CRD Number
    311679
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Maine Advisory Associates

    Maine Advisory Associates is a registered investment advisory firm headquartered in Falmouth, Maine, managing approximately $117M in regulatory assets across 529 client accounts. The firm's full regulatory record is filed with the SEC under CRD #311679.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Maine Advisory Associates's AUM?

    Maine Advisory Associates reports approximately $117M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Maine Advisory Associates headquartered?

    Maine Advisory Associates is headquartered in Falmouth, Maine.

    What is Maine Advisory Associates's CRD number?

    Maine Advisory Associates's CRD number is 311679. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Maine Advisory Associates manage?

    Maine Advisory Associates manages approximately 529 client accounts according to its latest SEC filing.

    Is Maine Advisory Associates SEC registered?

    Maine Advisory Associates is registered as a STATE investment adviser.

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