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PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC.
CRD 105060 · SEC 801-31820
155 FEDERAL STREET, SUITE 1602, BOSTON, MA, 02210, United States
Phone
617-227-3111
Fax
617-227-7467
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.64B
Discretionary AUM
$1.63B
Team
14 total employees; 8 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-18
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 231 | $104.3M |
| High net worth individuals | 317 | $1.37B |
| Charitable organizations | 6 | $51.9M |
| Corporations/business entities | 8 | $101.5M |
States served
VT, CA, CO, ME, MA, NY, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD