Maplewood Investments, Inc.
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 103723
- Registered since
- February 16, 2000
- Website
- maplewoodinvestments.com
Firm profile
FINTRXOverview
Maplewood Investments, Inc. is organized as a corporation and has been registered with the SEC since 2000. The ownership is listed as a domestic entity and individual(s). The firm’s public profile does not include a stated business model or a description of advisory activities; classification in the dataset is “unclassified.” The profile indicates Maplewood is not a capital allocator and does not identify as an active ESG investor. It is not flagged as a multistate adviser, newly formed adviser, pension consultant, or related adviser in the available records. Disclosure in the source is limited: there are no enumerated client segments, explained fee arrangements, or a breakdown of services offered. Those omissions make it difficult to determine whether Maplewood functions primarily as a traditional registered investment adviser, a boutique wealth manager, or in another capacity.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Randolph Victor
Chief Technology Officer & Chief Compliance OfficerCRD 6810336

Daniel Dooley
President, CEOCRD 1699483

Cynthia Besek
SVP, COOCRD 1669039
Contacts
3 of 29Luke Langley
CRD 8310596

Hunter Boyd
Financial AdvisorCRD 7010485

Christopher Watts
Financial AdvisorCRD 4935714
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 12222 Merit Dr
- Time zone
- CT (UTC-6)
- Office locations
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