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Building 2HEAD AND ASSOCIATES, INC

Map pinPORTLAND, ME
Phone207-773-5333
NotebookSEC #801-34904
Total AUM
$499.1M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
121 MIDDLE STREET
PORTLAND
ME 04101
USA
Operating Hours
8:30 AM - 5:00PM
Monday - Friday
Phone
207-773-5333

ReceiptFinancials

Total AUM
$499.1M
Accounts
430
Discretionary
$480.6M
Accounts
424
Non-Discretionary
$18.5M
Accounts
6

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMAMENHNYTXVT

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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