Overview
Assets Under Management: $476 million
Headquarters: PORTLAND, ME
High-Net-Worth Clients: 120
Average Client Assets: $2 million
Frequently Asked Questions
BIGELOW INVESTMENT ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #143733), BIGELOW INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
BIGELOW INVESTMENT ADVISORS, LLC is headquartered in PORTLAND, ME.
BIGELOW INVESTMENT ADVISORS, LLC serves 120 high-net-worth clients according to their SEC filing dated January 31, 2025. View client details ↓
According to their SEC Form ADV, BIGELOW INVESTMENT ADVISORS, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
BIGELOW INVESTMENT ADVISORS, LLC manages $476 million in client assets according to their SEC filing dated January 31, 2025.
According to their SEC Form ADV, BIGELOW INVESTMENT ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 120
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.25
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 869
Discretionary Accounts: 847
Non-Discretionary Accounts: 22
Regulatory Filings
CRD Number: 143733
Last Filing Date: 2025-01-31 00:00:00
Website: https://bigelowadvisors.com