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Building 2OLD PORT ADVISORS

Map pinPORTLAND, ME
Phone207-774-6552
NotebookSEC #801-60130
Total AUM
$782.8M
Employees
14
Clients
857

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
130 MIDDLE STREET
2ND FLOOR
PORTLAND
ME 04101-7104
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
207-774-6552

ReceiptFinancials

Total AUM
$782.8M
Accounts
2,245
Discretionary
$728.7M
Accounts
2,218
Non-Discretionary
$54.1M
Accounts
27

ContactClients

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Individual Clients
601
AUM
$288.6M
HNW Individual Clients
215
AUM
$392M
Pension/Profit Sharing Plan Clients
34
AUM
$97.4M
Charitable Organization Clients
1
AUM
$2.9M
Corporation or Business Clients
6
AUM
$1.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAMAMENCNHNYPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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