Cribstone Capital Management, LLC

Cribstone Capital Management, LLC (CRD# 174974) is a financial advisory firm headquartered in Augusta, ME. They manage $311,282,556 in 1,086 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    311
    MILLION
  • Total Number of Accounts
    1,086
    ACCOUNTS
  • Average Account Value
    $286,632
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA, ME, NH, NY

Financial Advisors at Cribstone Capital Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
John D. Duffy
CRD#: 2715123
62 Us Rt 1, Cumberland Foreside, ME 04110
93
Wealthminder
score

John Duffy (CRD# 2715123) is an Investment Advisor Representative working at Cribstone Capital Management, LLC in Cumberland Foreside, ME and has over 19 years of experience in the finance industry.

2
Odette S. Galli
CRD#: 1325686
7 North Chestnut Street, Augusta, ME 04330
93
Wealthminder
score

Odette Galli (CRD# 1325686) is an Investment Advisor Representative working at Cribstone Capital Management, LLC in Augusta, ME and has over 31 years of experience in the finance industry.

3
Scott E. Upham
CRD#: 2377756
7 North Chestnut Street, Augusta, ME 04330
93
Wealthminder
score

Scott Upham (CRD# 2377756) is an Investment Advisor Representative working at Cribstone Capital Management, LLC in Augusta, ME and has over 23 years of experience in the finance industry.

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