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Building 2CRIBSTONE CAPITAL MANAGEMENT, LLC

Map pinBRUNSWICK, ME
Phone(207) 844-2000
NotebookSEC #801-93172
Total AUM
$377.3M
Employees
7
Clients
334

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
155 PARK ROW
BRUNSWICK
ME 04011
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(207) 844-2000
Other Offices
1

ReceiptFinancials

Total AUM
$377.3M
Accounts
1,071
Discretionary
$374.1M
Accounts
1,047
Non-Discretionary
$3.2M
Accounts
24

ContactClients

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Individual Clients
142
AUM
$31.7M
HNW Individual Clients
178
AUM
$335.8M
Pension/Profit Sharing Plan Clients
2
AUM
$1.1M
Charitable Organization Clients
12
AUM
$8.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLMAMENHTXWA

HandshakeAffiliates

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

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