Maplewood Investments, Inc.

Broker-DealerFINRA MemberEst. 2000
Total AUM
Advisory reps
32
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 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

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

3 of 3
  • Randolph Victor

    Chief Technology Officer & Chief Compliance OfficerCRD 6810336

  • Daniel Dooley

    Daniel Dooley

    President, CEOCRD 1699483

  • Cynthia Besek

    Cynthia Besek

    SVP, COOCRD 1669039

Contacts

3 of 29
  • Luke Langley

    CRD 8310596

  • Hunter Boyd

    Hunter Boyd

    Financial AdvisorCRD 7010485

  • Christopher Watts

    Christopher Watts

    Financial AdvisorCRD 4935714

Unlock 26 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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth