OUTFITTER FINANCIAL

14 Maine St
Suite 406
Brunswick, Maine 04011
Tel: 978-865-3787

About OUTFITTER FINANCIAL

OUTFITTER FINANCIAL, formally registered with the SEC as OUTFITTER FINANCIAL. The firm was established in 01/17/2018. They have over 2 offices throughout the country.

OUTFITTER FINANCIAL is a Brunswick, Maine based Financial Planning firm with nearly $145,636,437 assets under management, offering retirement planning & investment advisory services to 147 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	291413
SEC#	801-112316
Assets Managed by Firm	$145,636,437
No. of Clients	147
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (INVESTMENT CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	147	$145,636,437
Individuals (other than high net worth individuals)	26	$4,327,968
High net worth individuals	53	$128,615,992
Corporations or other businesses	11	$12,692,477

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H.M. PAYSON One Portland Square 5th Floor Portland, ME, 04101	$6,955,171,652	4017	33
R M DAVIS INC 24 City Center Portland, ME, 04101-4069	$6,315,757,763	5680	57
GREENBACKER CAPITAL MANAGEMENT LLC 30 Danforth Street, Suite 206 Portland, ME, 04101	$3,800,000,000	7	200
MEANS WEALTH MANAGEMENT 802 Stillwater Ave. Bangor, ME, 04401-3614	$976,990,954	3038	21
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