Allocator Index · CRD 194515

COSTON, MCISAAC & SHEA FINANCIAL ADVISORS

Bar Harbor, ME · 207-288-4747 · costonshea.com

SEC IAPD record ↗

Fit score

50

  • aum $250M-$3.0B+22
  • hnw>=200+20
  • employees 3-60+8

HNW clients

235

Other individuals

1,019

HNW assets

$269.8M

Total AUM

$466.9M

Employees

12

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.