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Building 2OUTFITTER FINANCIAL

Map pinBRUNSWICK, ME
Phone978-865-3787
NotebookSEC #801-112316
Total AUM
$157.7M
Employees
4
Clients
64

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14 MAINE ST
SUITE 406
BRUNSWICK
ME 04011
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
978-865-3787
Other Offices
1

ReceiptFinancials

Total AUM
$157.7M
Accounts
64
Discretionary
$157.7M
Accounts
64
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
35
AUM
$10.5M
HNW Individual Clients
23
AUM
$125.1M
Charitable Organization Clients
3
AUM
$5.5M
Corporation or Business Clients
3
AUM
$16.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
INVESTMENT CONSULTING
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLAMAMDMEMTTXVAWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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