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 35 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.

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