Maplewood Investments, Inc.

Broker-DealerFINRA MemberEst. 2000
Total AUM
Advisory reps
32
Avg account
$0

Firm details

Headquarters
Dallas, Texas
CRD number
103723
Registered since
February 16, 2000

Firm profile

FINTRX

Overview

Maplewood Investments, Inc. is a corporation that registered with the SEC in 2000. Public filings classify ownership as a mix of a domestic entity and an individual, and the adviser’s classification is listed as unclassified. Available records indicate Maplewood is not designated as a capital allocator, is not an active ESG investor, and is not identified as a pension consultant or related adviser. The firm is also not listed as a newly formed or multi-state adviser in the source data. File-level detail about the firm’s advisory activities, target client segments, fee schedules, or specific investment strategies was not provided in the source material.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Randolph Victor

    Chief Technology Officer & Chief Compliance OfficerCRD 6810336

  • Daniel Dooley

    Daniel Dooley

    President, CEOCRD 1699483

  • Cynthia Besek

    Cynthia Besek

    SVP, COOCRD 1669039

Contacts

3 of 29
  • Luke Langley

    CRD 8310596

  • Hunter Boyd

    Hunter Boyd

    Financial AdvisorCRD 7010485

  • Christopher Watts

    Christopher Watts

    Financial AdvisorCRD 4935714

Unlock 26 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
12222 Merit Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth