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Lucie Elizabeth Estabrook

BIRCHBROOK·BANGOR, Maine
Unclaimed Profile
82 COLUMBIA ST, BANGOR, ME 04401CRD# 5867388Firm CRD# 105164
01

About

Lucie Elizabeth Estabrook is a registered financial advisor based in BANGOR, Maine, affiliated with BIRCHBROOK. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
BIRCHBROOK
BIRCHBROOK
AUM
$245M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at BIRCHBROOK →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5867388
Firm CRD# 105164
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lucie Elizabeth Estabrook offer?
Lucie Elizabeth Estabrook specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BANGOR, Maine for a consultation.
What are Lucie Elizabeth Estabrook's credentials?
Lucie Elizabeth Estabrook is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lucie Elizabeth Estabrook located?
Lucie Elizabeth Estabrook is based in BANGOR, Maine, working with BIRCHBROOK. Their office serves clients in the BANGOR metropolitan area and surrounding communities.
How does Lucie Elizabeth Estabrook charge for services?
Lucie Elizabeth Estabrook's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BIRCHBROOK?
BIRCHBROOK has approximately 7 employees and manages $245M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Vance Blair Gray — GRAY WEALTH MANAGEMENT, INCJanice Lee Grindle — ALTERITY FINANCIAL GROUP, LLCJeffrey Matthew Chapman — ALTERITY FINANCIAL GROUP, LLCDudley Grindle Gray — ALTERITY FINANCIAL GROUP, LLCJames William Nichols — NICHOLS, JAMES WILLIAM
Nearby cities in Maine
PORTLAND (131)BRUNSWICK (17)BAR HARBOR (6)FALMOUTH (6)SOUTH PORTLAND (5)
City Guides
PORTLAND GuideBRUNSWICK GuideBAR HARBOR GuideFALMOUTH GuideSOUTH PORTLAND Guide
Research
Advisor Fees in MaineNational Fee Analysis
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