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Building 2RICHARD BROTHERS, FINANCIAL ADVISORS

Map pinSOUTH PORTLAND, ME
Phone207-879-2352
NotebookSEC #801-66952
Total AUM
$69.4M
Employees
10
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 DONALD B. DEAN DRIVE
SUITE ONE
SOUTH PORTLAND
ME 04106
United States
Operating Hours
8-5PM
Monday - Friday
Phone
207-879-2352

ReceiptFinancials

Total AUM
$69.4M
Accounts
368
Discretionary
$51.3M
Accounts
350
Non-Discretionary
$18M
Accounts
18

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
% OF ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMENH

HandshakeAffiliates

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

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