Androscoggin Savings Bank (Portland)
Androscoggin Savings Bank is a large advisory firm based in Portland. It manages $499.11 million of regulatory assets for 430 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Connecticut, Florida, Maine, and 5 other states.
Androscoggin Savings Bank provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Androscoggin Savings Bank: assets under management
The assets under management (AUM) of Androscoggin Savings Bank is $499.11 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Androscoggin Savings Bank for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Androscoggin Savings Bank
Carl Givens Gercke has been acting as President since 1 Apr 2006. Donald Lambing Head joined the executive team most recently as the President And Ceo.
Direct owners and executive officers
Based in Portland
The principal office where Androscoggin Savings Bank performs its advisory services is located at 121 Middle St, Portland, ME 04101, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 207-773-5333 or by fax 207-773-1735. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.headinvest.com.
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