Coston and Mcisaac Investment Advisers, LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
3
Advisory reps
3

Firm details

Headquarters
Bar Harbor, Maine
CRD number
109730
Fee structure
Other

Firm profile

FINTRX

Overview

Coston and Mcisaac Investment Advisers, LLC is an independently owned investment adviser organized as a limited liability company and registered at the state level in Maine. The firm identifies as an independent RIA with individual ownership and lists an industry affiliation as "Other Investment Adviser." It reports a fee structure described as "Other," which indicates the firm does not use the standard asset-based only model (the exact fee arrangements are not detailed in the available data). The firm's profile does not indicate engagement with ESG investing, multi-state advisory activity, pension consulting, or related-adviser arrangements. It also does not identify itself as a capital allocator, suggesting the organization does not lead or commit capital to private deals on behalf of clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Patricia Pottle

    Investment AdvisorCRD 5253399

  • Paul Coston

    Investment Advisor & PartnerCRD 3132472

  • Maurice Mcisaac

    Investment AdvisorCRD 3132473

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Bar Harbor, ME

Hancock

Location

Bar Harbor, ME

Headquartered in Bar Harbor, ME, in the Northeast of the United States.

Region
Northeast
County
Hancock
Address
38 Rodick Streetsuite A
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth