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COSTON, MCISAAC & SHEA FINANCIAL ADVISORS
COSTON, MCISAAC, AND PARTNERS INC.
CRD 194515 · SEC 801-96330
38 RODICK STREET-SUITE B, BAR HARBOR, ME, 04609-1806, United States
Phone
207-288-4747
Fax
207-288-2234
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$466.9M
Discretionary AUM
$466.9M
Team
12 total employees; 11 advisory reps; 1254 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-05-21
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisersSELECTION OF ASSETS HELD AWAY FOR 401K
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1019 | $197.1M |
| High net worth individuals | 235 | $269.8M |
States served
ME, MA
All web addresses on file
Official SEC filing: View on IAPD