PENOBSCOT WEALTH MANAGEMENT
Doing business as PENOBSCOT FINANCIAL ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$544,532,434
Discretionary
$544,025,369
Non-discretionary
$507,065
Firm details
- CRD number
- 286211
- SEC file number
- 801-108988
- Main office
- PORTLAND, ME, United States
- Employees
- 12
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.