Bigelow Investment Advisors, LLC
Firm details
- Headquarters
- Portland, Maine
- CRD number
- 143733
- Registered since
- May 3, 2007
- Website
- www.bigelowadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI60.38%
- Pension & Profit Sharing Plans21.83%
- Individuals13.67%
- Charitable Organizations2.72%
- Banking / Thrift Institutions1.29%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Bigelow Investment Advisors, LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (initial registration 2007) and serves a mix of individual, family and institutional clients, offering financial planning and portfolio management for individuals, small businesses and institutions. Ownership is structured between domestic entities and individuals. Fee arrangements include both percentage-of-AUM and fixed-fee engagements. The firm describes itself as an active ESG investor and does not operate as a capital allocator; instead, it implements strategies through third-party funds, mutual funds, corporate debt and direct public-market instruments.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Exchange Traded Equities19%
- Investment Grade Corp Bonds11%
- US Government Bonds8%
- State & Local Bonds1%
Contacts
3 of 4
Patrick Flood
Managing PartnerCRD 5666385
Matthew Huckins
Wealth AdvisorCRD 6233408
Andrew Nadeau
Senior Wealth AdvisorCRD 5603140
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 71Active vs passive
$179M in ETFs
86%
$154M
5%
$24.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $19.9M | 25,979 | 11.13% |
Location
Portland, ME
Cumberland
Location
Portland, ME
Headquartered in Portland, ME, anchoring the Portland-Lewiston-South Portland, ME metro in the Northeast.
- Metro area
- Portland-Lewiston-South Portland, ME
- Region
- Northeast
- County
- Cumberland
- Address
- 2 Monument Sq
- Time zone
- ET (UTC-5)
- Office locations
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