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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Maine
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 27, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| RYAN, CLIFFORD, PATRICK | I | PRESIDENT | E | Control |
| RYAN, CLIFFORD, PATRICK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| RYAN, CLIFFORD, PATRICK | I | SOLE SHAREHOLDER | E | Control |
| RYAN, CLIFFORD, PATRICK | I | PRESIDENT | E | Control |
| RYAN, CLIFFORD, PATRICK | I | CHIEF COMPLIANCE OFFICER | E | Control |
| RYAN, CLIFFORD, PATRICK | I | SOLE SHAREHOLDER | E | Control |
| RYAN, CLIFFORD, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/SOLE SHAREHOLDER | E | Control |
| RYAN, CLIFFORD, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/SOLE SHAREHOLDER | E | Control |
| RYAN, CLIFFORD, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/SOLE SHAREHOLDER | E | Control |
| RYAN, CLIFFORD, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/SOLE SHAREHOLDER | E | Control |
| RYAN, CLIFFORD, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/SOLE SHAREHOLDER | E | Control |
| RYAN, CLIFFORD, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/SOLE SHAREHOLDER | E | Control |
| RYAN, CLIFFORD, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/SOLE SHAREHOLDER | E | Control |
| RYAN, CLIFFORD, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/SOLE SHAREHOLDER | E | Control |
| RYAN, CLIFFORD, PATRICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/SOLE SHAREHOLDER | E | Control |
Registrations
Federal
IA
Feb 27, 2012 REGISTERED
Notice Filings (1)
ME
Address
1006 BROADWAYSOUTH PORTLAND, ME 04106-4205
United States
Phone: 207-767-8225