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Building 2BIGELOW INVESTMENT ADVISORS, LLC

Map pinPORTLAND, ME
Phone207-772-2900
NotebookSEC #801-67875
Total AUM
$555.2M
Employees
8
Clients
331

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 MONUMENT SQUARE
SUITE 701
PORTLAND
ME 04101
United States
Operating Hours
8:30 TO 4:30
Monday - Friday
Phone
207-772-2900

ReceiptFinancials

Total AUM
$555.2M
Accounts
895
Discretionary
$434.5M
Accounts
873
Non-Discretionary
$120.7M
Accounts
22

ContactClients

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Individual Clients
180
AUM
$75.9M
HNW Individual Clients
134
AUM
$335.2M
Banking Clients
1
AUM
$7.2M
Pension/Profit Sharing Plan Clients
10
AUM
$121.2M
Charitable Organization Clients
5
AUM
$15.1M
Investment Advisor Clients
1
AUM
$661K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMAMENHNJNYTXVA

HandshakeAffiliates

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

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