OLD PORT ADVISORS

RIASEC RegisteredEst. 2001
Total AUM
$783M
Discretionary
$729M
93% of AUM
Avg account
$349K
Accounts
2,245
Employees
14
Advisory reps
10

Firm details

Headquarters
PORTLAND, Maine
CRD number
108228
Registered since
April 6, 2001
Website
www.oldportadvisors.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI50.07%
  • Individuals36.86%
  • Pension & Profit Sharing Plans12.44%
  • Charitable Organizations0.38%
  • Corporations / Businesses0.25%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Old Port Advisors is an independent, privately owned registered investment adviser that has been SEC-registered since 2001. The firm serves both individual and family clients as well as institutional accounts. It provides fee-based financial planning and portfolio management for individuals, small businesses, and institutions, along with pension consulting. Compensation arrangements include a percentage of AUM plus options for hourly and fixed fees. Old Port Advisors does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

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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

Asset composition

Asset composition: Exchange Traded Equities 49%, Public Funds/Mutual Funds 40%, Cash & Cash Equivalents 12%, US Government Bonds 1%, State & Local Bonds 1%49%
  • Exchange Traded Equities49%
  • Public Funds/Mutual Funds40%
  • Cash & Cash Equivalents12%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

1 of 1

  • ERICA BLY

    Chief Compliance OfficerCRD 5198589

Contacts

3 of 9

  • BEN DAIGLE

    Vice President​, Wealth AdvisorCRD 4833149

  • LAWRENCE BOWLAN

    Portfolio ManagerCRD 1095978

  • JASON FOSTER

    Vice President, Senior Wealth AdvisorCRD 2946937

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 86

Active vs passive

$162M in ETFs

Passive

76%

$123M

Active

22%

$39.5M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES GOLD TRUST (IAU)BlackRockPassiveCommodities Focused$12.5M142,1367.72%
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Location

Primary office

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
130 Middle St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth