Overview
Assets Under Management: $476 million
Headquarters: PORTLAND, ME
High-Net-Worth Clients: 120
Average Client Assets: $2 million
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