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Building 2HEADINVEST

Map pinPORTLAND, ME
Phone207-773-5333
NotebookSEC #801-66773
Total AUM
$891.8M
Employees
13
Clients
445

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7 CUSTOM HOUSE ST
4TH FLOOR
PORTLAND
ME 04101-4194
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
207-773-5333

ReceiptFinancials

Total AUM
$891.8M
Accounts
1,107
Discretionary
$891.8M
Accounts
1,107
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
101
AUM
$55.3M
HNW Individual Clients
322
AUM
$755M
Charitable Organization Clients
21
AUM
$77.6M
Government Entity Clients
1
AUM
$3.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLLAMAMENCNHNYPATX

HandshakeAffiliates

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

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