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John Benjamin Wootten

BIGELOW INVESTMENT ADVISORS, LLC·PORTLAND, Maine
Clean recordBIGELOW INVESTMENT ADVISORS, LLC
4 MOULTON STREET, PORTLAND, ME 04101CRD# 1024405Firm CRD# 143733

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Benjamin Wootten · PORTLAND, ME
Registration
CRD #1024405 · BIGELOW INVESTMENT ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Benjamin Wootten is a registered financial advisor based in PORTLAND, Maine, affiliated with BIGELOW INVESTMENT ADVISORS, LLC. 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
Introduction

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03

Firm Overview

Firm
BIGELOW INVESTMENT ADVISORS, LLC
BIGELOW INVESTMENT ADVISORS, LLC
AUM
$467M
Regulatory assets under management
Employees
7
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1024405
Firm CRD# 143733
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Benjamin Wootten offer?
John Benjamin Wootten specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Maine for a consultation.
What are John Benjamin Wootten's credentials?
John Benjamin Wootten is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Benjamin Wootten located?
John Benjamin Wootten is based in PORTLAND, Maine, working with BIGELOW INVESTMENT ADVISORS, LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does John Benjamin Wootten charge for services?
John Benjamin Wootten'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 BIGELOW INVESTMENT ADVISORS, LLC?
BIGELOW INVESTMENT ADVISORS, LLC has approximately 7 employees and manages $467M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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