OLD PORT ADVISORS

Tel: 207-774-6552 130 Middle Street 2nd Floor Portland, Maine 04101-7104

About OLD PORT ADVISORS

OLD PORT ADVISORS is a Portland, Maine based financial advisory firm with nearly $698,391,919 in assets under management and provides investment advisory services for 2276 clients. There are currently 12 financial advisors at the firm.

General Information
Firm CRD#:

108228

Firm SEC#:

801-60130

Assets Under Management:

$698,391,919

No. of Clients:

2276

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services

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