RIA Intel›Advisers›Maine›MAINE INVESTMENT AND PLANNING SERVICES, LLC

MAINE INVESTMENT AND PLANNING SERVICES, LLC

Advisory

FALMOUTH, ME

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$205K

across 9 accounts

AUM per adviser

$920K

2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$2M

Discretionary AUM$0

Non-Discretionary AUM$2M

Discretionary %0%

Total Clients7

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InME

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

7 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in ME

Closest by assets under management. All figures from Form ADV.

STILLWATER INVESTING INC

VEAZIE, ME

$2M

EDUCATED INVESTORS

$2M

BLACK HARBOR FINANCIAL LLC

$2M

LETTENEY FINANCIAL ADVISORY, LLC

$2M

SAMARA FINANCIAL, INC.

$771K

ROGER F. WOODMAN JR. & CO.

$3M

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