Wealth Manager
    SEC Registered
    Manages Private Funds

    Penobscot Financial Advisors

    Registered investment advisor · Portland, Maine · CRD #286211

    Assets Under Management
    $545M
    Client Accounts
    1,811
    Employees
    12
    CRD Number
    286211
    Registration
    SEC Registered

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

    About Penobscot Financial Advisors

    Penobscot Financial Advisors is a fee-only fiduciary firm offering personalized financial planning and wealth management services. It is registered with the SEC and committed to long-term financial success. The firm emphasizes straightforward financial solutions without industry jargon.

    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 Penobscot Financial Advisors

    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 Penobscot Financial Advisors's AUM?

    Penobscot Financial Advisors reports approximately $545M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Penobscot Financial Advisors headquartered?

    Penobscot Financial Advisors is headquartered in Portland, Maine.

    What is Penobscot Financial Advisors's CRD number?

    Penobscot Financial Advisors's CRD number is 286211. 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 Penobscot Financial Advisors manage?

    Penobscot Financial Advisors manages approximately 1,811 client accounts according to its latest SEC filing.

    Is Penobscot Financial Advisors SEC registered?

    Yes, Penobscot Financial Advisors is registered with the SEC as an investment adviser with an approved registration status.

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