Maple Leaf Investment Management Inc (Springfield)

Maple Leaf Investment Management Inc is an adviser based in Springfield. It manages $21.84 million of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.

Maple Leaf Investment Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Maple Leaf Investment Management: assets under management

The assets under management (AUM) of Maple Leaf Investment Management Inc is $21.84 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -73% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $21.84 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $839.95 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Maple Leaf Investment Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Maple Leaf Investment Management Inc

Rene Gerard Ledoux has been acting as President since 1 Jan 1994. Christopher Richard Gagne joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Christopher Richard Gagne	V.p. and treasurer	1 Jan 1994	50% - 75%	1237193
Rene Gerard Ledoux	President	1 Jan 1994	50% - 75%	1599650
Christopher Richard Gagne	President	1 Oct 2003	75% - 100%	1237193

Based in Springfield

The principal office where Maple Leaf Investment Management Inc performs its advisory services is located at 1441 Main Street, Springfield, MA 01103, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.