Portland Investment Advisors, LLC
Portland Investment Advisors, LLC (CRD# 168536) is a financial advisory firm headquartered in Portland, ME. They manage $17,334,147 in 106 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management17MILLION
Total Number of Accounts106ACCOUNTS
Average Account Value$163,530
- A percentage of assets under your management
- 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)
MA, ME, TX
Casey Doody (CRD# 5090063) is an Investment Advisor Representative working at Portland Investment Advisors, LLC in Portland, ME and has over 12 years of experience in the finance industry.