Coston and Mcisaac Investment Advisers, LLC
Firm details
- Headquarters
- Bar Harbor, Maine
- CRD number
- 109730
- Fee structure
- Other
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Patricia Pottle
Investment AdvisorCRD 5253399
Paul Coston
Investment Advisor & PartnerCRD 3132472
Maurice Mcisaac
Investment AdvisorCRD 3132473
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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