Portland Financial Planning Group

Portland Financial Planning Group (CRD# 116168) is a financial advisory firm headquartered in Portland, ME. They manage $65,090,279 in 145 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
511 Congress Street, Suite 804, Portland, ME 04101
http://www.pfpg.com
By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    145
    ACCOUNTS
  • Average Account Value
    $448,898
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
The map below shows states where this firm has explicit registration only.

ME

Financial Advisors at Portland Financial Planning Group
Showing 1 - 1 of 1 top financial advisors.
1
Brian Dietz, financial advisor Portland ME
Brian L. Dietz
CRD#: 3092139
511 Congress Street, Suite 804, Portland, ME 04101

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.

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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