VIGILANT CAPITAL MANAGEMENT, LLC

VIGILANT WEALTH MANAGEMENT

PORTLAND, Maine·4 registered advisors·CRD# 119642

SEC# 801-610061207-523-1110

01

Firm Overview

AUM

$2.2B

Regulatory assets under management

Employees

29

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Compensation

Percentage of AUM

03

Specialties

Financial Planning Investment Management Fee-Only Advisory

04

Advisors at VIGILANT CAPITAL MANAGEMENT, LLC

4 registered advisors

Daniel Michael Mulkern

PORTLAND, Maine

Jeffrey Folsom Carlisle

PORTLAND, Maine

Lawrence Arthur Blaisdell

PORTLAND, Maine

Scott David Sorensen

PORTLAND, Maine

05

Office Locations

PORTLAND, Maine

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Data sourced from SEC Form ADV filings. VIGILANT CAPITAL MANAGEMENT, LLC (CRD# 119642) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.