Penobscot Financial Advisors

Financial Services • Portland, Maine, United States • 11-20 Employees

Company overview

Headquarters	1 Monument Square, Suite 501, Portland, ME 04101, US
Phone number	+12079901901
Website	penobscotfa.com
NAICS	52
SIC	628
Keywords	Comprehensive Financial Planning, Registered Investment Advisor, Invesment Management, Student Loan Management, In-Plan Asset Management
Founded	2001
Employees	11-20
Socials

Key Contact at Penobscot Financial Advisors

James Bradley

Founder And Chief Investment Officer

Penobscot Financial Advisors Email Formats

Penobscot Financial Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@penobscotfa.com), used 64.3% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@penobscotfa.com	64.3%
{first name}{last name}	johndoe@penobscotfa.com	35.7%

About Penobscot Financial Advisors

Our company specializes in plan participant-level asset management services. This page provides routine articles and resources that may be of interest to the plan participants, plan sponsors, and plan vendors who we service. Areas of special interest are: Cash Management Investment Planning Tax Planning Retirement Planning Estate Planning Risk Management Economics Articles of interest to those in our target client bases, including people who work in the fields of Education, Healthcare and Government Disclosure: Penobscot Wealth Management d/b/a Penobscot Financial Advisors is an SEC Registered Investment Advisor. Please visit our website https://penobscotfa.com/disclosure-privacy-policy/ for important disclosures.

Penobscot Financial Advisors revenue & valuation

Annual revenue	$1,026,660
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,300,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Manager

Entry

C-Suite

Employees by Department

Penobscot Financial Advisors has 6 employees across 2 departments.

Departments

Number of employees

Funding Data

Penobscot Financial Advisors has never raised funding before.

Penobscot Financial Advisors Tech Stack

Discover the technologies and tools that power Penobscot Financial Advisors's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Gravity Forms

Form builders

Google Maps

Maps

Microsoft 365

jQuery Migrate

JavaScript libraries

Apache HTTP Server

Web servers

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

Google Ads

Advertising

PHP

Programming languages

Calendly

Appointment scheduling

HSTS

Security

Frequently asked questions

Penobscot Financial Advisors is located in Portland, Maine, US.

You can reach Penobscot Financial Advisors at +12079901901.

Penobscot Financial Advisors was founded in 2001, making it 25 years old. The company has established itself as a significant player in its industry over this time.

Penobscot Financial Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Penobscot Financial Advisors

James Bradley

Founder And Chief Investment Officer

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