Portland Investment Advisors, LLC

Portland Investment Advisors, LLC (CRD# 168536) is a financial advisory firm headquartered in Portland, ME. They manage $14,501,610 in 82 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    82
    ACCOUNTS
  • Average Account Value
    $176,849
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
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.

MA, ME, TX

Financial Advisors at Portland Investment Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Casey Doody
CRD#: 5090063
1 Union St, Suite 500, Portland, ME 04101
73
Wealthminder
score

Casey Doody (CRD# 5090063) is an Investment Advisor Representative working at Portland Investment Advisors, LLC in Portland, ME and has over 10 years of experience in the finance industry.

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