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Home > Retirement Planners > massachusetts > boston > PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC.
PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC.
155 Federal Street
Suite 1602
Boston, Massachusetts 02210
Tel: 617-227-3111
About PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC.
PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC, formally registered with the SEC as PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC. The firm was established in 05/02/1988. They have over 1 offices throughout the country.
PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC. is a Boston, Massachusetts based Financial Planning firm with nearly $1,049,177,452 assets under management, offering retirement planning & investment advisory services to 681 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105060 |
| SEC# | 801-31820 |
| Assets Managed by Firm | $1,049,177,452 |
| No. of Clients | 681 |
| No. of Advisors | 15 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 681 | $1,049,177,452 |
| Individuals (other than high net worth individuals) | 221 | $98,171,414 |
| High net worth individuals | 236 | $805,571,340 |
| Pension and profit sharing plans | 2 | $6,046,758 |
| Charitable organizations | 6 | $25,364,042 |
| Corporations or other businesses | 13 | $114,023,898 |
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