Portland Integritas Advisors, LLC

Portland Integritas Advisors, LLC (CRD# 165171) is a financial advisory firm headquartered in Portland, ME. They manage $41,450,650 in 137 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    137
    ACCOUNTS
  • Average Account Value
    $302,559
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

ME

Financial Advisors at Portland Integritas Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Karen E. Kilbride
CRD#: 4717531
22 Free Street Suite 404, Portland, ME 04101
90
Wealthminder
score

Karen Kilbride (CRD# 4717531) is an Investment Advisor Representative working at Portland Integritas Advisors, LLC in Portland, ME and has 1 year of experience in the finance industry. Karen Kilbride 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.

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