Portland Integritas Advisors, LLC
Portland Integritas Advisors, LLC (CRD# 165171) is a financial advisory firm headquartered in Portland, ME. They manage $53,850,300 in 154 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management54MILLION
Total Number of Accounts154ACCOUNTS
Average Account Value$349,677
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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.