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Building 2COSTON, MCISAAC & SHEA FINANCIAL ADVISORS

Map pinBAR HARBOR, ME
Phone207-288-4747
NotebookSEC #801-96330
Total AUM
$466.9M
Employees
12
Clients
1,254

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
38 RODICK STREET-SUITE B
BAR HARBOR
ME 04609-1806
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
207-288-4747
Other Offices
1

ReceiptFinancials

Total AUM
$466.9M
Accounts
1,254
Discretionary
$466.9M
Accounts
1,254
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,019
AUM
$197.1M
HNW Individual Clients
235
AUM
$269.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther Services
Other Services
SELECTION OF ASSETS HELD AWAY FOR 401K
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MAME

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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