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Building 2PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC.

Map pinBOSTON, MA
Phone617-227-3111
NotebookSEC #801-31820
Total AUM
$1.6B
Employees
14
Clients
563

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
155 FEDERAL STREET
SUITE 1602
BOSTON
MA 02210
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
617-227-3111

ReceiptFinancials

Total AUM
$1.6B
Accounts
845
Discretionary
$1.6B
Accounts
842
Non-Discretionary
$4M
Accounts
3

ContactClients

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Individual Clients
231
AUM
$104.3M
HNW Individual Clients
317
AUM
$1.4B
Pension/Profit Sharing Plan Clients
1
AUM
$7.8M
Charitable Organization Clients
6
AUM
$51.9M
Corporation or Business Clients
8
AUM
$101.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLMAMENHNYTXVTWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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