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Charles Andrew Oestreicher

PORTLAND GLOBAL ADVISORS LLC·PORTLAND, Maine
Clean recordPORTLAND GLOBAL ADVISORS LLC
217 COMMERCIAL ST, PORTLAND, ME 04101CRD# 2564448Firm CRD# 109127

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Andrew Oestreicher · PORTLAND, ME
Registration
CRD #2564448 · PORTLAND GLOBAL ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charles Andrew Oestreicher is a registered financial advisor based in PORTLAND, Maine, affiliated with PORTLAND GLOBAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
PORTLAND GLOBAL ADVISORS LLC
PORTLAND GLOBAL ADVISORS LLC
AUM
$895M
Regulatory assets under management
Employees
11
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
Market timing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2564448
Firm CRD# 109127
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Andrew Oestreicher offer?
Charles Andrew Oestreicher specializes in Investment Management, Wealth Management. Contact their office in PORTLAND, Maine for a consultation.
What are Charles Andrew Oestreicher's credentials?
Charles Andrew Oestreicher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Andrew Oestreicher located?
Charles Andrew Oestreicher is based in PORTLAND, Maine, working with PORTLAND GLOBAL ADVISORS LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Charles Andrew Oestreicher charge for services?
Charles Andrew Oestreicher's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PORTLAND GLOBAL ADVISORS LLC?
PORTLAND GLOBAL ADVISORS LLC has approximately 11 employees and manages $895M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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