Maplewood Investments, Inc.

Broker-DealerFINRA MemberEst. 2000
Total AUM
Advisory reps
30
Avg account
$0

Firm details

Headquarters
Dallas, Texas
CRD number
103723
Registered since
February 16, 2000

Firm profile

FINTRX

Overview

Maplewood Investments, Inc. is organized as a corporation and has been SEC-registered since 2000. The firm's ownership is recorded as a combination of a domestic entity and an individual. The regulatory snapshot classifies the adviser as "Unclassified." The record indicates Maplewood is not identified as a capital allocator, does not self-identify as an active ESG investor, and is not listed as a multi-state or related adviser. The available data on the firm’s business activities, advisory focus, fee structure and client verticals is not included in the filing extract provided, so investment mandates and target client types cannot be inferred from this record alone.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Daniel Dooley

    Daniel Dooley

    President, CEOCRD 1699483

  • Cynthia Besek

    Cynthia Besek

    SVP, COOCRD 1669039

Contacts

3 of 28
  • Hunter Boyd

    Hunter Boyd

    Financial AdvisorCRD 7010485

  • Christopher Watts

    Christopher Watts

    Financial AdvisorCRD 4935714

  • Robin Woodell

    Robin Woodell

    Financial PlannerCRD 5400528

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

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