Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > maine > brunswick > OUTFITTER FINANCIAL
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 |
More Retirement Planning firms in Brunswick, Maine:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Brunswick, Maine