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PORTLAND FINANCIAL PLANNING GROUP
PORTLAND FINANCIAL PLANNING GROUP, LLC
CRD 116168
511 CONGRESS STREET, SUITE 804, PORTLAND, ME, 04101, United States
Phone
207-771-8821
Fax
866-855-8210
Registration
— (—)
Source
State registered
Total AUM
$78.4M
Discretionary AUM
$2.5M
Team
2 total employees; 1 advisory reps
Clients
26-50
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $5.0M |
| High net worth individuals | 25 | $72.1M |
| Charitable organizations | 1 | $1.3M |
All web addresses on file
Official SEC filing: View on IAPD