Portland Investment Advisors, LLC
Portland Investment Advisors, LLC (CRD# 168536) is a financial advisory firm headquartered in Island Falls, ME. They manage $15,825,097 in 90 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Portland Investment Advisors, LLC
By the Numbers
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Total Assets Under Management16MILLION
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Total Number of Accounts90ACCOUNTS
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Average Account Value$175,834
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, ME, TX
Financial Advisors at Portland Investment Advisors, LLC
1
Casey Doody (CRD# 5090063) is an Investment Advisor Representative working at Portland Investment Advisors, LLC in Island Falls, ME and has over 17 years of experience in the finance industry.
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