1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BIRCHBROOK

Map pinBANGOR, ME
Phone207-990-1117
NotebookSEC #801-36582
Total AUM
$296.5M
Employees
7
Clients
320

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
82 COLUMBIA ST
BANGOR
ME 04401
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
207-990-1117
Other Offices
1

ReceiptFinancials

Total AUM
$296.5M
Accounts
863
Discretionary
$289.8M
Accounts
828
Non-Discretionary
$6.7M
Accounts
35

ContactClients

View more in analytics →

Individual Clients
196
AUM
$51.4M
HNW Individual Clients
114
AUM
$230.1M
Pension/Profit Sharing Plan Clients
1
AUM
$4.8M
Charitable Organization Clients
9
AUM
$10.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMAMENYTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account