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PORTLAND INVESTMENT ADVISORS, LLC.

PORTLAND INVESTMENT ADVISORS, LLC

CRD 168536

Visit website

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

TypeClientsAUM
Individuals47$7.7M
High net worth individuals17$13.8M

All web addresses on file

Official SEC filing: View on IAPD