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Building 2PENOBSCOT FINANCIAL ADVISORS

Map pinPORTLAND, ME
Phone(207) 990-1901
NotebookSEC #801-108988
Total AUM
$544.5M
Employees
12
Clients
563

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE MONUMENT SQUARE
SUITE 501
PORTLAND
ME 04101
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(207) 990-1901
Other Offices
1

ReceiptFinancials

Total AUM
$544.5M
Accounts
1,811
Discretionary
$544M
Accounts
1,809
Non-Discretionary
$507.1K
Accounts
2

ContactClients

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Individual Clients
369
AUM
$146.3M
HNW Individual Clients
193
AUM
$396.9M
Charitable Organization Clients
1
AUM
$1.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTFLMAMENCNHNYPATXVT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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