Allocator Index · CRD 286211

PENOBSCOT FINANCIAL ADVISORS

Portland, ME · (207) 990-1901 · facebook.com/penobscotfinancialadvisors/

SEC IAPD record ↗

Fit score

46

  • aum $250M-$3.0B+22
  • hnw>=75+16
  • employees 3-60+8

HNW clients

193

Other individuals

369

HNW assets

$396.9M

Total AUM

$544.5M

Employees

12

Private funds advised

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

None reported.