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BIGELOW INVESTMENT ADVISORS, LLC
CRD 143733 · SEC 801-67875
2 MONUMENT SQUARE, SUITE 701, PORTLAND, ME, 04101, United States
Phone
207-772-2900
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$555.2M
Discretionary AUM
$434.5M
Team
8 total employees; 4 advisory reps; 7 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 180 | $75.9M |
| High net worth individuals | 134 | $335.2M |
| Banking/thrift institutions | 1 | $7.2M |
| Pension/profit sharing plans | 10 | $121.2M |
| Charitable organizations | 5 | $15.1M |
| Other investment advisers | 1 | $661K |
States served
CA, ME, MA, NJ, NY, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD