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Building 2BROAD COVE CAPITAL

Map pinCUMBERLAND FORESIDE, ME
Phone207-781-7800
NotebookSEC #801-117328
Total AUM
$185.1M
Employees
3
Clients
97

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
62 U.S. ROUTE 1
CUMBERLAND FORESIDE
ME 04110-1338
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
207-781-7800

ReceiptFinancials

Total AUM
$185.1M
Accounts
373
Discretionary
$153.3M
Accounts
367
Non-Discretionary
$31.8M
Accounts
6

ContactClients

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Individual Clients
50
AUM
$28.9M
HNW Individual Clients
41
AUM
$124.4M
Pension/Profit Sharing Plan Clients
6
AUM
$31.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
FLMAMENH

HandshakeAffiliates

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

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