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PORTLAND GLOBAL ADVISORS LLC
PORTLAND, ME
207-773-2773
SEC #801-54256Total AUM
$1.2B
Employees
13Clients
304Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
217 COMMERCIAL ST
SUITE 400
PORTLAND
ME 04101
United States
SUITE 400
PORTLAND
ME 04101
United States
Operating Hours
8:30 A.M.TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
207-773-2773
Financials
Total AUM
$1.2B
Accounts
1,010Discretionary
$1.2B
Accounts
1,010Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
132AUM
$110.1M
HNW Individual Clients
168AUM
$1B
Charitable Organization Clients
2AUM
$29.7M
Corporation or Business Clients
2AUM
$12.5M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPublications
Other Services
ADVISE ON RETENTION OF INV ADVISERS; FAMILY OFFICE AND MISSION & IMPACT SERVICES ARE COMPONENTS OF ADVISORY SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCAFLILMAMENHNYPARITXVTWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.