Portland Financial Planning Group
Portland Financial Planning Group (CRD# 116168) is a financial advisory firm headquartered in Portland, ME. They manage $53,764,189 in 144 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Portland Financial Planning Group
By the Numbers
-
Total Assets Under Management54MILLION
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Total Number of Accounts144ACCOUNTS
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Average Account Value$373,362
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
ME
Financial Advisors at Portland Financial Planning Group
1
Brian Dietz (CRD# 3092139) is an Investment Advisor Representative working at Portland Financial Planning Group in Portland, ME and has over 25 years of experience in the finance industry.
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