Wealth Manager
    SEC Registered
    Manages Private Funds

    Bigelow Investment Advisors, LLC

    Registered investment advisor · Portland, Maine · CRD #143733

    Assets Under Management
    $555M
    Client Accounts
    895
    Employees
    8
    CRD Number
    143733
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Bigelow Investment Advisors, LLC

    Bigelow Investment Advisors, LLC is an investment management and financial planning firm based in Portland, Maine, dedicated to fostering long-lasting relationships through exceptional service. The firm is registered with the SEC and complies with state securities regulations. It focuses on tailored services for its clients.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Bigelow Investment Advisors, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Bigelow Investment Advisors, LLC's AUM?

    Bigelow Investment Advisors, LLC reports approximately $555M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Bigelow Investment Advisors, LLC headquartered?

    Bigelow Investment Advisors, LLC is headquartered in Portland, Maine.

    What is Bigelow Investment Advisors, LLC's CRD number?

    Bigelow Investment Advisors, LLC's CRD number is 143733. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Bigelow Investment Advisors, LLC manage?

    Bigelow Investment Advisors, LLC manages approximately 895 client accounts according to its latest SEC filing.

    Is Bigelow Investment Advisors, LLC SEC registered?

    Yes, Bigelow Investment Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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