Penobscot Financial Advisors
Penobscot Financial Advisors is an SEC-registered mass-market adviser in Portland, ME with $544.5M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Penobscot Financial Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 286211, SEC 801-108988, data through 2026-04-27.
- AUM (assets under management / regulatory AUM)
- $544.5M (2026-04-27)
- Firm type
- Mass-Market Adviser
- Location
- Portland, ME
- Employees
- 12
- Clients
- 562
- CRD
- 286211
- Ownership
- BRADLEY, JAMES, EDGAR; TACKETT, HANNAH, MARIE; JONCAS, CRAIG, ARTHUR
How much AUM does Penobscot Financial Advisors have?
Penobscot Financial Advisors reported $544.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-27).
Who owns Penobscot Financial Advisors?
Disclosed owners and executives of Penobscot Financial Advisors include BRADLEY, JAMES, EDGAR, TACKETT, HANNAH, MARIE, JONCAS, CRAIG, ARTHUR. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.