Deighan Associates Inc is a large advisory firm based in Bangor. It manages $167.71 million of regulatory assets for 624 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Maine, Massachusetts, New York, and Texas.
Deighan Associates provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, publication of newsletters, and educational seminars and workshops. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Deighan Associates Inc is $167.71 million. The firm's AUM has grown by 212% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Deighan Associates Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Jenifer Lynne Wilson is high net worth individuals with 50 clients and $111.29 million of assets under management. Among the 7 most similar advisory firms, Deighan Associates has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $164.13 million for 210 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Deighan Associates doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Jenifer Lynne Wilson has been acting as President since 1 Jul 2012. Jenifer Lynne Butler has served as the Chief Investment Officer since 1 Jul 2012. Jean Marguerite Deighan joined the executive team most recently as the Ceo.
The principal office where Deighan Associates Inc performs its advisory services is located at 455 Harlow Street, Bangor, ME 04401, 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 207-990-1117 or by fax 207-990-1551. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at deighan.com.