BIGELOW INVESTMENT ADVISORS, LLC
Firm details
- Headquarters
- PORTLAND, Maine
- CRD number
- 143733
- Registered since
- May 3, 2007
- Website
- www.bigelowadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI60.38%
- Pension & Profit Sharing Plans21.83%
- Individuals13.67%
- Charitable Organizations2.72%
- Banking / Thrift Institutions1.29%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Bigelow Investment Advisors, LLC is an independent, SEC-registered RIA organized as an LLC and operating since 2007. The firm serves both individual/family and institutional clients, delivering financial planning and portfolio management for individuals, small businesses, and institutions. Its fee model blends asset-based fees with fixed-fee engagements. Bigelow reports being an active ESG investor and maintains an industry affiliation with a banking or thrift institution. The firm does not act as a capital allocator and is not structured as a multi-state or pension consulting adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Exchange Traded Equities19%
- Investment Grade Corp Bonds11%
- US Government Bonds8%
- State & Local Bonds1%
Contacts
3 of 4PATRICK FLOOD
Managing PartnerCRD 5666385
MATTHEW HUCKINS
Wealth AdvisorCRD 6233408
Racquel Tibbetts
Partner, Vice PresidentCRD 7269856
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$163M in ETFs
86%
$140M
6%
$23.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $16.7M | 25,605 | 10.27% |
Location
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
- 2 Monument Sq
- Time zone
- ET (UTC-5)
- Office locations
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HEADINVEST
RIAPORTLAND, ME