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802 Stillwater Ave., Bangor, ME 04401-3614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-05-21 |
| ME | RA | APPROVED | 2011-10-28 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Means Investment Co., Inc. | Bangor | ME | 07/2009 | 09/2021 |
| Means Investment Co, Inc. | Bangor | ME | 09/2021 | Present |
Owner; W&E Moosehead Holdings, LLC; investment related: No; Location: 373 CEDAR BREEZE NORTH GLENBURN ME 04401 United States; Description of the business: Holding company for camp located on Moosehead Lake.; Responsibilities Duties: Operate RE holding company.; Start date with business: 2018-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1. Director; Machias Savings Bank; investment related: Yes; Location: 4 Center St Machias Maine 04654 USA; Description of the business: Banking institution in the state of Maine. Roughly 2B in assets.; Responsibilities Duties: Oversee strategy and compliance of the bank; Start date with business: 2018-04-01; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 16; Percentage of total yearly compensation expected to be derived from the business: 1. Owner; Means Holdings, LLC; investment related: No; Location: 802 Stillwater Ave Bangor ME 04401 United States; Description of the business: Holding company for RE rented by Means; Responsibilities Duties: Oversee operations; Start date with business: 2022-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 2; Limited Partner of Inyarek Partners, LP; Investment related: Yes; Location: Boston, MA; Start date: 2023-09-22; Percentage of total yearly compensation expected to be derived from the business: 2. Member; Penobscot Associates; Investment related: Yes; Location: NA Bangor Maine 04401 United States; Description of the business: Investment club; Responsibilities Duties: Participant in investment committee and club; Start date with business: 2015-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 0. Passive Investor - Alex & Bart Angel Fund; Investment related: Yes; Location: Sheridan, Wyoming; Start date: 2022-02-21; Percentage of total yearly compensation expected to be derived from the business: 0. Owner; 938 Pushaw, LLC; investment related: No; Location: 938 Pushaw Road, Glenburn, Maine 04401 United States; Description of the business: Holding company for RE; Responsibilities Duties: Owner; Start date with business: 2025-07-30; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 1;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-27 |
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