Maine Advisory Associates Company Profile, Contacts & Intelligence

Maine Advisory Associates Overview

Maine Advisory Associates, founded in 2006, manages more than $80 million in assets to date for more than 80 client families, individual and high net worth individuals, trusts, estates, charitable organizations, corporations, limited liability companies and/or other business types. Kimberly L. Volk, CTFA, MBA, was named President & the successor to its founder Trish Barnes in January 2021. Kim has more than 25 years’ experience in executive and financial capacities at wealth management/investment firms, including CEO & CCO for Maine Advisory, as VP & CCO for a Portland-based investment advisory firm, as CFO for a local trust company and as President of a high net worth family office. MAA applies Maine’s uniquely independent and entrepreneurial mindset to optimize individual, family and trust portfolios for growth. Authenticity, trust, transparency, timely insights, intuition, empathy, creativity, privacy, professionalism – and a good sense of humor – are at the heart of our individualized guidance to build the secure, meaningful, purpose-driven future each of our clients deserve. *No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by Maine Advisory Associates. All information and comments are provided for current, informational purposes only.

Headquarters

Falmouth, Me, United States

Website

maineadvisory.com

Industry

Investment Management

Founded

2006

NAICS

Other Financial Investment Activities, Portfolio Management

Maine Advisory Associates Contact Intelligence

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Maine Advisory Associates Workforce Composition

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