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Building 2TD BANKNORTH INVESTMENT ADVISORS

Map pinPORTLAND, ME
Phone(800) 844-9648
NotebookSEC #801-61263
Total AUM
$40M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE PORTLAND SQUARE
P.O. BOX 9544
PORTLAND
ME 04112-9544
USA
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(800) 844-9648

ReceiptFinancials

Total AUM
$40M
Accounts
120
Discretionary
$40M
Accounts
120
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MAMENHVT

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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