PENOBSCOT WEALTH MANAGEMENT of PORTLAND, ME is an SEC-registered investment adviser (CRD 286211). Regulatory assets under management: $544.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| James Edgar Bradley | CHIEF INVESTMENT OFFICER | — |
| Craig Arthur Joncas | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | — |
| Hannah Marie Tackett | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | — |
| TACKETT JEANNE MARIE | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | — |
| BRADLEY JAMES EDGAR | CHIEF EXECUTIVE OFFICER; CHIEF INVESTMENT OFFICER | — |
| JONCAS CRAIG ARTHUR | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| BANGOR | ME | 3 | (207) 990-1901 |