RIA Intel›Advisers›Maine›TAK ADVISORY LLC

TAK ADVISORY LLC

Advisory

ME

Data as of Feb 6, 2026 · Source: SEC Form ADV

Rank in ME

#56

of 58 advisers by AUM

Average account

$422K

across 156 accounts

AUM per adviser

$66M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 6, 2026.

Total AUM

$66M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$66M

Discretionary AUM$66M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients62

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, ME

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

62 clients

19 high-net-worth

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

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