PORTLAND GLOBAL ADVISORS LLC

217 Commercial St
Suite 400
Portland, Maine 04101
Tel: 207-773-2773

About PORTLAND GLOBAL ADVISORS LLC

PORTLAND GLOBAL ADVISORS LLC, formally registered with the SEC as PORTLAND GLOBAL ADVISORS LLC. The firm was established in 04/11/1997. They have over 1 offices throughout the country.

PORTLAND GLOBAL ADVISORS LLC is a Portland, Maine based Financial Planning firm with nearly $894,628,115 assets under management, offering retirement planning & investment advisory services to 813 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109127
SEC#	801-54256
Assets Managed by Firm	$894,628,115
No. of Clients	813
No. of Advisors	11

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters
Other (ADVISE ON RETENTION OF OTHER INV ADVISERS & PHILANTHROPIC STRATEGIES ON REQUEST)

Firm Client Information

	No. of Clients	AUM
Firm Total	813	$894,628,115
Individuals (other than high net worth individuals)	107	$83,185,758
High net worth individuals	149	$789,197,607
Charitable organizations	2	$22,244,750

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