Penobscot Investment Management Company, Inc.

Penobscot Investment Management Company, Inc. (CRD# 105060) is a financial advisory firm headquartered in Boston, MA. They manage $369,499,530 in 360 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    369
    MILLION
  • Total Number of Accounts
    360
    ACCOUNTS
  • Average Account Value
    $1,026,388
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, NY, TX

Financial Advisors at Penobscot Investment Management Company, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
David J. Costigan
CRD#: 3097323
50 Congress Street, Suite 410, Boston, MA 02109
96
Wealthminder
score

David Costigan (CRD# 3097323) is an Investment Advisor Representative working at Penobscot Investment Management Company, Inc. in Boston, MA and has over 19 years of experience in the finance industry. David Costigan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Daniel B. Ford
CRD#: 5731609
50 Congress Street, Suite 410, Boston, MA 02109
93
Wealthminder
score

Daniel Ford (CRD# 5731609) is an Investment Advisor Representative working at Penobscot Investment Management Company, Inc. in Boston, MA and has over 8 years of experience in the finance industry.

3
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 37 years of experience in the finance industry.

4
Colleen C. Barry
CRD#: 5827676
50 Congress Street, Suite 410, Boston, MA 02109
90
Wealthminder
score

Colleen Barry (CRD# 5827676) is an Investment Advisor Representative working at Penobscot Investment Management Company, Inc. in Boston, MA and has over 4 years of experience in the finance industry.

5
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.

6
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.

7
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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