RIA Intel›Advisers›Massachusetts›MAUREEN M. DEMERS

MAUREEN M. DEMERS

Advisory

NORTH ANDOVER, MA

Data as of Mar 16, 2026 · Source: SEC Form ADV

Rank in MA

#1,306

of 1,590 advisers by AUM

Average account

$309K

across 83 accounts

AUM per adviser

$26M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM

$26M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$26M

Discretionary AUM$26M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients25

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InMA

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

25 clients

10 high-net-worth

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

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