AdvisorOS Directory
Claim Profile
HH

Herbert Henryson

FORUM INVESTMENT ADVISORS, LLC·PORTLAND, Maine
Unclaimed Profile
3 CANAL PLAZA, SUITE 600, PORTLAND, ME 04101-4080CRD# 6134950Firm CRD# 141832
01

About

Herbert Henryson is a registered financial advisor based in PORTLAND, Maine, affiliated with FORUM INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
FORUM INVESTMENT ADVISORS, LLC
FORUM INVESTMENT ADVISORS, LLC
AUM
—
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at FORUM INVESTMENT ADVISORS, LLC →
Services
Portfolio management (pooled investments)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6134950
Firm CRD# 141832
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PORTLAND?

Browse all registered financial advisors in PORTLAND, Maine or claim this profile if it's yours.

Browse PORTLAND AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Herbert Henryson offer?
Herbert Henryson specializes in Investment Management, Fee-Only Advisory. Contact their office in PORTLAND, Maine for a consultation.
What are Herbert Henryson's credentials?
Herbert Henryson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Herbert Henryson located?
Herbert Henryson is based in PORTLAND, Maine, working with FORUM INVESTMENT ADVISORS, LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Herbert Henryson charge for services?
Herbert Henryson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FORUM INVESTMENT ADVISORS, LLC?
FORUM INVESTMENT ADVISORS, LLC has approximately 5 employees. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in PORTLAND
Andrew Jay Walker — GUIDANCE POINT RETIREMENT SERVICES, LLCBenjamin James Smith — GUIDANCE POINT RETIREMENT SERVICES, LLCGeorge William Allen — DAVIS R M INCRichard Anthony Carriuolo — DAVIS R M INCJulianne Hull — GREENBACKER CAPITAL MANAGEMENT LLC
Nearby cities in Maine
BANGOR (22)BRUNSWICK (17)BAR HARBOR (6)FALMOUTH (6)SOUTH PORTLAND (5)
City Guides
BANGOR GuideBRUNSWICK GuideBAR HARBOR GuideFALMOUTH GuideSOUTH PORTLAND Guide
Research
Advisor Fees in MaineNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile