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OLD PORT ADVISORS
OLD PORT ADVISORS, INC
CRD 108228 · SEC 801-60130
130 MIDDLE STREET, 2ND FLOOR, PORTLAND, ME, 04101-7104, United States
Phone
207-774-6552
Fax
207-775-2969
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$782.8M
Discretionary AUM
$728.7M
Team
14 total employees; 10 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 601 | $288.6M |
| High net worth individuals | 215 | $392.0M |
| Pension/profit sharing plans | 34 | $97.4M |
| Corporations/business entities | 6 | $1.9M |
States served
CA, CO, GA, ME, MA, NY, NC, PA, SC, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD