# ELDER PLANNING ADVISORS OF MAINE, INC.

ELDER PLANNING ADVISORS OF MAINE, INC. of SOUTH PORTLAND, ME is an SEC-registered investment adviser.

## Registration

- CRD: 120826
- Type: SEC-registered investment adviser
- SEC file number: 801-63723
- Location: 1006 BROADWAY, SOUTH PORTLAND, ME, 04106-4205
- Phone: 207-767-8225
- Latest filing: 2012-02-27
- Regulatory AUM: $28.9M
- Discretionary AUM: $22.9M
- Non-discretionary AUM: $6.0M
- Clients: 1
- Accounts: 261

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| RYAN G PATRICK | CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER/SOLE SHAREHOLDER (+1 more) | CHICAGO, IL |
| Ryan R Patrick | CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER/SOLE SHAREHOLDER (+1 more) | BEND, OR |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/120826/brochure
- Similar advisers: https://search.stillhousedata.com/firm/120826/similar
- Related entities: https://search.stillhousedata.com/firm/120826/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/120826

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.