COSTON, MCISAAC & SHEA FINANCIAL ADVISORS

38 Rodick Street-Suite B
Bar Harbor, Maine 04609-1806
Tel: 207-288-4747

About COSTON, MCISAAC & SHEA FINANCIAL ADVISORS

COSTON, MCISAAC & SHEA FINANCIAL ADVISORS, formally registered with the SEC as COSTON, MCISAAC & SHEA FINANCIAL ADVISORS. The firm was established in 05/26/2015. They have over 2 offices throughout the country.

COSTON, MCISAAC & SHEA FINANCIAL ADVISORS is a Bar Harbor, Maine based Financial Planning firm with nearly $405,676,340 assets under management, offering retirement planning & investment advisory services to 1513 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	194515
SEC#	801-96330
Assets Managed by Firm	$405,676,340
No. of Clients	1513
No. of Advisors	10

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (SELECTION OF ASSETS HELD AWAY FOR 401K)

Firm Client Information

	No. of Clients	AUM
Firm Total	1513	$405,676,340
Individuals (other than high net worth individuals)	1423	$216,133,211
High net worth individuals	90	$189,543,129

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