Vigilant Capital Management, LLC

Vigilant Capital Management, LLC (CRD# 119642) is a financial advisory firm headquartered in Portland, ME. They manage $675,016,545 in 701 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    675
    MILLION
  • Total Number of Accounts
    701
    ACCOUNTS
  • Average Account Value
    $962,934
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

CA, CT, FL, MA, MD, ME, NH, NY, SC, TX, UT, VA, VT

Financial Advisors at Vigilant Capital Management, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Lawrence A. Blaisdell
CRD#: 2592212
Two City Center, 4th Floor, Portland, ME 04101
96
Wealthminder
score

Lawrence Blaisdell (CRD# 2592212) is an Investment Advisor Representative working at Vigilant Capital Management, LLC in Portland, ME and has over 21 years of experience in the finance industry. Lawrence Blaisdell 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.

2
William F. Clifford
CRD#: 4134347
18 Congress Street, Suite 209, Portsmouth, NH 03801
96
Wealthminder
score

William Clifford (CRD# 4134347) is an Investment Advisor Representative working at Vigilant Capital Management, LLC in Portsmouth, NH and has over 15 years of experience in the finance industry. William Clifford 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.

3
Christopher C. Penfield
CRD#: 5498596
Two City Center, 4th Floor, Portland, ME 04101
96
Wealthminder
score

Christopher Penfield (CRD# 5498596) is an Investment Advisor Representative working at Vigilant Capital Management, LLC in Portland, ME and has over 5 years of experience in the finance industry. Christopher Penfield 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.

4
Samuel H. Witherspoon
CRD#: 5549710
18 Congress Street, Suite 209, Portsmouth, NH 03801
96
Wealthminder
score

Samuel Witherspoon (CRD# 5549710) is an Investment Advisor Representative working at Vigilant Capital Management, LLC in Portsmouth, NH and has over 5 years of experience in the finance industry.

5
Jeffrey F. Carlisle
CRD#: 4358891
18 Congress Street, Ste. 209, Portsmouth, NH 03801
93
Wealthminder
score

Jeffrey Carlisle (CRD# 4358891) is an Investment Advisor Representative working at Vigilant Capital Management, LLC in Portsmouth, NH and has over 14 years of experience in the finance industry.

6
Ann M. Mohammad
CRD#: 5588185
Two City Center, 4th Floor, Portland, ME 04101
93
Wealthminder
score

Ann Mohammad (CRD# 5588185) is an Investment Advisor Representative working at Vigilant Capital Management, LLC in Portland, ME and has over 7 years of experience in the finance industry.

7
Daniel M. Mulkern
CRD#: 2931455
Two City Center, 4th Floor, Portland, ME 04101
93
Wealthminder
score

Daniel Mulkern (CRD# 2931455) is an Investment Advisor Representative working at Vigilant Capital Management, LLC in Portland, ME and has over 14 years of experience in the finance industry.

8
Scott D. Sorensen
CRD#: 2267587
Two City Center, 4th Floor, Portland, ME 04101
93
Wealthminder
score

Scott Sorensen (CRD# 2267587) is an Investment Advisor Representative working at Vigilant Capital Management, LLC in Portland, ME and has over 24 years of experience in the finance industry.

9
Jean L. Trim
CRD#: 4703414
18 Congress Street, Ste. 209, Portsmouth, NH 03801
93
Wealthminder
score

Jean Trim (CRD# 4703414) is an Investment Advisor Representative working at Vigilant Capital Management, LLC in Portsmouth, NH and has over 13 years of experience in the finance industry.

10
Christopher H. Lyford
CRD#: 2614329
Two City Center, 4th Floor, Portland, ME 04101
90
Wealthminder
score

Christopher Lyford (CRD# 2614329) is an Investment Advisor Representative working at Vigilant Capital Management, LLC in Portland, ME and has 1 year of experience in the finance industry.

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