Penobscot Investment Management Company, Inc.

Penobscot Investment Management Company, Inc. (CRD# 105060) is a financial advisory firm headquartered in Boston, MA. They manage $412,129,405 in 451 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    412
    MILLION
  • Total Number of Accounts
    451
    ACCOUNTS
  • Average Account Value
    $913,812
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

MA, ME, NH, TX, VT

Financial Advisors at Penobscot Investment Management Company, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Daniel B. Ford
CRD#: 5731609
155 Fleet Street, Portsmouth, NH 03801
93
Wealthminder
score

Daniel Ford (CRD# 5731609) is an Investment Advisor Representative working at Penobscot Investment Management Company, Inc. in Portsmouth, NH and has over 7 years of experience in the finance industry.

2
Charles F. Kane
CRD#: 818704
50 Congress Street, Suite 410, Boston, MA 02109
93
Wealthminder
score

Charles Kane (CRD# 818704) is an Investment Advisor Representative working at Penobscot Investment Management Company, Inc. in Boston, MA and has over 36 years of experience in the finance industry.

3
Eugene H. Clapp
CRD#: 4381313
50 Congress Street, Suite 410, Boston, MA 02109
87
Wealthminder
score

Eugene Clapp (CRD# 4381313) is an Investment Advisor Representative working at Penobscot Investment Management Company, Inc. in Boston, MA and has 1 year of experience in the finance industry.

4
Douglas E. Hart
CRD#: 1002972
50 Congress Street, Suite 410, Boston, MA 02109
87
Wealthminder
score

Douglas Hart (CRD# 1002972) is an Investment Advisor Representative working at Penobscot Investment Management Company, Inc. in Boston, MA and has 1 year of experience in the finance industry.

5
Jonathan R. Phillips
CRD#: 4583978
50 Congress Street, Suite 410, Boston, MA 02109
87
Wealthminder
score

Jonathan Phillips (CRD# 4583978) is an Investment Advisor Representative working at Penobscot Investment Management Company, Inc. in Boston, MA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.