Bigelow Investment Advisors, LLC

RIASEC RegisteredEst. 2007

Total AUM

$555M

Discretionary

$435M

78% of AUM

Avg account

$620K

Accounts

895

Employees

Advisory reps

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

FINTRX

Overview

Bigelow Investment Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2007. The firm serves both individual/family and institutional clients, offering financial planning and discretionary and nondiscretionary portfolio management for individuals, small businesses, and larger business or institutional clients. Its fee model combines percentage-of-AUM charges with fixed fees. The firm identifies as an active ESG investor and does not operate as a capital allocator. Bigelow is affiliated with the banking/thrift sector and reports ownership as a domestic entity and individual. It is not a multi-state adviser and does not describe itself as a pension consultant or related adviser.