ELDER PLANNING ADVISORS OF MAINE, INC.
CRD #120826 SEC #801-63723 SOUTH PORTLAND, ME 207-767-8225
SEC Registered
Total AUM
$28.9M
Discretionary
$22.9M
Employees
1
Clients
0
Accounts
261
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2012 | $28.9M | $22.9M | $6M | 1 | 26 |
| Jan 2012 | $28.9M | $22.9M | $6M | 1 | 26 |
| Jun 2011 | $30.7M | $14.5M | $16.3M | 5 | -- |
| Mar 2011 | $30.7M | $14.5M | $16.3M | 5 | -- |
| Mar 2009 | $28.5M | $0 | $28.5M | 5 | -- |
| Jan 2008 | $35.8M | $0 | $35.8M | 5 | -- |
| Aug 2007 | $28.8M | $0 | $28.8M | 5 | -- |
| Feb 2007 | $28.8M | $0 | $28.8M | 5 | -- |
| Mar 2006 | $28M | $0 | $28M | 5 | -- |
DateFeb 2012
Total AUM$28.9M
Discretionary$22.9M
Non-Disc.$6M
Employees1
Clients26
DateJan 2012
Total AUM$28.9M
Discretionary$22.9M
Non-Disc.$6M
Employees1
Clients26
DateJun 2011
Total AUM$30.7M
Discretionary$14.5M
Non-Disc.$16.3M
Employees5
Clients--
DateMar 2011
Total AUM$30.7M
Discretionary$14.5M
Non-Disc.$16.3M
Employees5
Clients--
DateMar 2009
Total AUM$28.5M
Discretionary$0
Non-Disc.$28.5M
Employees5
Clients--
DateJan 2008
Total AUM$35.8M
Discretionary$0
Non-Disc.$35.8M
Employees5
Clients--
DateAug 2007
Total AUM$28.8M
Discretionary$0
Non-Disc.$28.8M
Employees5
Clients--
DateFeb 2007
Total AUM$28.8M
Discretionary$0
Non-Disc.$28.8M
Employees5
Clients--
DateMar 2006
Total AUM$28M
Discretionary$0
Non-Disc.$28M
Employees5
Clients--