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Kathryn Marie Dion

BIGELOW INVESTMENT ADVISORS, LLC·PORTLAND, Maine
Unclaimed Profile
4 MOULTON STREET, PORTLAND, ME 04101CRD# 5317814Firm CRD# 143733
01

About

Kathryn Marie Dion 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
03

Firm Overview

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

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5317814
Firm CRD# 143733
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kathryn Marie Dion offer?
Kathryn Marie Dion specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Maine for a consultation.
What are Kathryn Marie Dion's credentials?
Kathryn Marie Dion is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathryn Marie Dion located?
Kathryn Marie Dion 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 Kathryn Marie Dion charge for services?
Kathryn Marie Dion'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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Other advisors in PORTLAND
Derek Cichon Jaskulski — PORTLAND GLOBAL ADVISORS LLCDaniel Michael Lay — H. M. PAYSON & CO.Erica Morgan Bly — OLD PORT ADVISORS, INCWilliam Mill Hunter — BIGELOW INVESTMENT ADVISORS, LLCWarren Gundars Valdmanis — FOW PARTNERS, LP
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
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