PENOBSCOT WEALTH MANAGEMENT

PENOBSCOT FINANCIAL ADVISORS
PORTLAND, Maine·3 registered advisors·CRD# 286211
SEC# 801-1089881(207) 990-1901
01

Firm Overview

AUM
$405M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PENOBSCOT WEALTH MANAGEMENT

3 registered advisors
Craig Arthur Joncas
PORTLAND, Maine
Hannah Marie Tackett
PORTLAND, Maine
James Edgar Bradley
PORTLAND, Maine
05

Office Locations

PORTLAND, Maine
3 advisors

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Data sourced from SEC Form ADV filings. PENOBSCOT WEALTH MANAGEMENT (CRD# 286211) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.