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Keith Nowell Orlando

FORUM INVESTMENT ADVISORS, LLC·PORTLAND, Maine
Unclaimed Profile
3 CANAL PLAZA, SUITE 600, PORTLAND, ME 04101-4080CRD# 3075087Firm CRD# 141832
01

About

Keith Nowell Orlando 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# 3075087
Firm CRD# 141832
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Keith Nowell Orlando offer?
Keith Nowell Orlando specializes in Investment Management, Fee-Only Advisory. Contact their office in PORTLAND, Maine for a consultation.
What are Keith Nowell Orlando's credentials?
Keith Nowell Orlando is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Keith Nowell Orlando located?
Keith Nowell Orlando 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 Keith Nowell Orlando charge for services?
Keith Nowell Orlando'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.
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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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