PENOBSCOT FINANCIAL ADVISORS

One Monument Square
Suite 501
Portland, Maine 04101
Tel: (207) 990-1901

About PENOBSCOT FINANCIAL ADVISORS

PENOBSCOT FINANCIAL ADVISORS, formally registered with the SEC as PENOBSCOT FINANCIAL ADVISORS. The firm was established in 01/25/2017. They have over 2 offices throughout the country.

PENOBSCOT FINANCIAL ADVISORS is a Portland, Maine based Financial Planning firm with nearly $434,543,021 assets under management, offering retirement planning & investment advisory services to 1925 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	286211
SEC#	801-108988
Assets Managed by Firm	$434,543,021
No. of Clients	1925
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1925	$434,543,021
Individuals (other than high net worth individuals)	652	$158,037,154
High net worth individuals	144	$274,384,852
Pension and profit sharing plans	Fewer than 5 clients	$1,048,635
Charitable organizations	Fewer than 5 clients	$1,072,380

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H.M. PAYSON One Portland Square 5th Floor Portland, ME, 04101	$6,955,171,652	4017	33
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