Maplewood Investments, Inc.

Broker-DealerFINRA MemberEst. 2000
Total AUM
Advisory reps
33
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 mix of a domestic entity and individual owners. FINTRX classifies the firm as unclassified rather than under a specific advisory category. The profile shows Maplewood is not identified as a capital allocator and does not flag itself as an active ESG investor. It is not listed as a multi-state adviser, was not newly formed at registration, and does not present itself as a pension consultant or as having a related advisory entity.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Cynthia Besek

    Cynthia Besek

    SVP, COOCRD 1669039

  • Daniel Dooley

    Daniel Dooley

    President, CEOCRD 1699483

Contacts

3 of 31
  • Hunter Boyd

    Hunter Boyd

    Financial AdvisorCRD 7010485

  • Sarah Davis

    Sarah Davis

    Founding PartnerCRD 7050596

  • Richard Westover

    Registered RepresentativeCRD 6289046

Unlock 28 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth