| As of Date | 04/14/2026 |
| Registration | SEC, Approved, 05/11/1990 |
| ADV Location | BANGOR, ME, United States |
| Contact Info | 207 xxxxxxx |
| Websites |
| AUM* | 296,464,387 21% |
| of that, discretionary | 289,772,466 21% |
| Number of Employees | 7 |
| of those in investment advisory functions | 5 -17% |
| Private Fund GAV* | 0 |
| Avg Account Size | 343,528 7% |
| % High Net Worth | 35.63% 35% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name EISNER ADVISORY GROUP LLC | Filing Date11/22/2024 | Form ADV-E View Report |
| Accounting Firm Name EDELSTEIN & CO. CPA | Filing Date02/28/2024 | Form ADV-E View Report |