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TONGE INVESTMENT SERVICES , INC

Advisory

ME

Data as of Mar 26, 2026 · Source: SEC Form ADV

AUM change, 1 year
-6.7%
14th percentile in ME
AUM CAGR, 3 year
-1.2%
compound annual growth
Average account
$203K
across 237 accounts
AUM per adviser
$24M
2 advisers
Filing history
23
filings since 2002

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM
$48M
1-Year AUM Growth
-6.7%
3-Year CAGR
-1.2%
Employees
2
Assets Under Management
Total AUM$48M
Discretionary AUM$48M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients236
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record23
First FilingMay 3, 2002
Latest FilingMar 26, 2026
Full AUM trend chart and 23 historical filings spanning 24+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InME, NH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in ME

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

WIND RIVER CAPITAL MANAGEMENT, INC
ELLSWORTH, ME
$46M
-3.4% 1Y
CAPITAL WEALTH PLANNING SERVICES LLC
BRUNSWICK, ME
$50M
AURORA FINANCIAL GROUP, LLC
PORTLAND, ME
$53M
-26.4% 1Y
KIRKWOOD PRIVATE, LLC
$53M
BIRCH POINT WEALTH MANAGEMENT LLC
ROCKPORT, ME
$41M
DIRIGO FINANCIAL LLC
$41M

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