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PORTLAND INVESTMENT ADVISORS, LLC.
PORTLAND INVESTMENT ADVISORS, LLC
CRD 168536
20 HOULTON RD, ISLAND FALLS, ME, 04747, United States
Phone
(207)332-7739
Fax
(207) 370-6832
Registration
— (—)
Source
State registered
Total AUM
$21.5M
Discretionary AUM
$21.5M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 47 | $7.7M |
| High net worth individuals | 17 | $13.8M |
All web addresses on file
Official SEC filing: View on IAPD