NORTHWOODS WEALTH MANAGEMENT
Firm details
- Headquarters
- BOOTHBAY HARBOR, Maine
- CRD number
- 135236
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial Planning
Firm profile
FINTRXOverview
Northwoods Wealth Management operates as a corporation and provides a range of financial planning services. The firm is structured as a registered representative of a broker-dealer and also functions as an insurance broker. It does not classify itself as a capital allocator and is not recognized as a multi-state adviser. The firm does not actively engage in ESG investing and does not have affiliations with pension consulting. Its fee structure includes hourly charges and fixed fees, catering to clients seeking tailored financial advice.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1ADAM MAGUIRE
Registered RepresentativeCRD 2997497
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOOTHBAY HARBOR, ME
LINCOLN
Location
BOOTHBAY HARBOR, ME
Headquartered in BOOTHBAY HARBOR, ME, in the Northeast of the United States.
- Region
- Northeast
- County
- LINCOLN
- Address
- 66 Townsend Ave
- Time zone
- ET (UTC-5)
- Office locations
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