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).

Current Firm Details
50 Congress Street, Suite 410, Boston, MA 02109
http://www.pimboston.com
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 Ford, financial advisor Portsmouth NH
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 Kane, financial advisor Boston MA
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 Clapp, financial advisor Boston MA
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 Hart, financial advisor Boston MA
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 Phillips, financial advisor Boston MA
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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