President, Managing Member, and IAR · Maine Advisory Associates
Kimberly L. Volk
CRD 5946969 · Named on Form ADV at one SEC-registered adviser
At a glance
Maine Advisory Associates, an SEC-registered wealth manager based in Falmouth, ME with $117 million in regulatory assets, lists Kimberly L. Volk on its Form ADV as President, Managing Member, and IAR, a control person.
Firms and roles
- Maine Advisory AssociatesPresident, Managing Member, and IARWealth manager · Falmouth, ME · $117M in regulatory assets
AtlasMembers
Kimberly’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Audra DortchChief Compliance Officer, Maine Advisory Associates
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kimberly’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.