Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > maine > portland > OLD PORT ADVISORS
OLD PORT ADVISORS
130 Middle Street
2nd Floor
Portland, Maine 04101-7104
Tel: 207-774-6552
About OLD PORT ADVISORS
OLD PORT ADVISORS, formally registered with the SEC as OLD PORT ADVISORS. The firm was established in 04/06/2001. They have over 3 offices throughout the country.
OLD PORT ADVISORS is a Portland, Maine based Financial Planning firm with nearly $698,391,919 assets under management, offering retirement planning & investment advisory services to 2276 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108228 |
| SEC# | 801-60130 |
| Assets Managed by Firm | $698,391,919 |
| No. of Clients | 2276 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2276 | $698,391,919 |
| Individuals (other than high net worth individuals) | 718 | $240,676,586 |
| High net worth individuals | 168 | $333,436,589 |
| Pension and profit sharing plans | 25 | $117,502,163 |
| Charitable organizations | Fewer than 5 clients | $4,861,483 |
| Corporations or other businesses | 5 | $1,915,098 |
More Retirement Planning firms in Portland, Maine:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $6,955,171,652 | 4017 | 33 | |
| $6,315,757,763 | 5680 | 57 | |
| $3,800,000,000 | 7 | 200 | |
| $976,990,954 | 3038 | 21 | |
| $897,644,886 | 1240 | 16 |
Explore More Retirement Advisors in Portland, Maine