OLD PORT ADVISORS, INC

OLD PORT ADVISORS
PORTLAND, Maine·7 registered advisors·CRD# 108228
SEC# 801-601302207-774-6552
01

Firm Overview

AUM
$698M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at OLD PORT ADVISORS, INC

7 registered advisors
Ben Weylin Daigle
PORTLAND, Maine
Erica Morgan Bly
PORTLAND, Maine
Fredric Wallace Williams
PORTLAND, Maine
Jake Thomas Kenyon
PORTLAND, Maine
Jason Edward Foster
PORTLAND, Maine
Karen Mangino
PORTLAND, Maine
Tracy Warren Rogers
PORTLAND, Maine
05

Office Locations

PORTLAND, Maine
7 advisors

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Data sourced from SEC Form ADV filings. OLD PORT ADVISORS, INC (CRD# 108228) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.