Penobscot Wealth Management is an investment advisor in Portland with $281.66 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
452691060
SEC advisor number
801-108988
FINRA CRD number
286211
AUM ?
$281.66 mm
(as of 18 Nov 22)
Accounts
1,831
(as of 18 Nov 22)
Employees
8
(5 investment advisory or research)
Office hours
Monday - Friday, BY APPOINTMENT
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Bradley, James, Edgar | Chief Investment Officer | 08/2020 | 50-75% |
Joncas, Craig, Arthur | Chief Executive Officer | 08/2020 | 25-50% |
Tackett, Hannah, Marie | Chief Compliance Officer & Chief Operating Officer | 08/2020 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
2 Feb 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
28 Apr 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
15 Nov 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
19 May 22
13F-HR
Quarterly holdings report by institutional manager
24 Jan 22
13F-HR
Quarterly holdings report by institutional manager
4 Oct 21