BIGELOW INVESTMENT ADVISORS, LLC

2 Monument Square
Suite 701
Portland, Maine 04101
Tel: 207-772-2900

About BIGELOW INVESTMENT ADVISORS, LLC

BIGELOW INVESTMENT ADVISORS, LLC, formally registered with the SEC as BIGELOW INVESTMENT ADVISORS, LLC. The firm was established in 05/03/2007. They have over 1 offices throughout the country.

BIGELOW INVESTMENT ADVISORS, LLC is a Portland, Maine based Financial Planning firm with nearly $476,220,823 assets under management, offering retirement planning & investment advisory services to 869 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	143733
SEC#	801-67875
Assets Managed by Firm	$476,220,823
No. of Clients	869
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	869	$476,220,823
Individuals (other than high net worth individuals)	186	$87,985,885
High net worth individuals	120	$286,918,592
Pension and profit sharing plans	10	$87,094,788
Charitable organizations	4	$13,598,087
Other investment advisers	1	$444,247

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