Old Port Advisors
Registered investment advisor · Portland, Maine · CRD #108228
Source: SEC Form ADV filings. Data as of 2026-07-06.
About Old Port Advisors
Old Port Advisors is a registered investment advisory firm specializing in fiduciary wealth management and financial planning. It has a significant client base and offers long-term financial solutions. The firm is headquartered in Portland, Maine.
Fee Structure
Frequently Asked Questions
What is Old Port Advisors's AUM?
Old Port Advisors reports approximately $783M in regulatory assets under management, based on its most recent SEC Form ADV filing.
Where is Old Port Advisors headquartered?
Old Port Advisors is headquartered in Portland, Maine.
What is Old Port Advisors's CRD number?
Old Port Advisors's CRD number is 108228. 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 Old Port Advisors manage?
Old Port Advisors manages approximately 2,245 client accounts according to its latest SEC filing.
Is Old Port Advisors SEC registered?
Yes, Old Port Advisors is registered with the SEC as an investment adviser with an approved registration status.
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