$41.0M Total AUM
$40.6M Disc. AUM
-- 3Y CAGR
1 Employees
49 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-01-2024
- Office Locations
- 1
Office Locations
-- North Berwick ME
About Dirigo Financial LLC
Dirigo Financial is a Maine-based registered investment advisory firm providing comprehensive investment management and financial planning for individuals and families. The firm emphasizes independent, fiduciary advice and cost-conscious portfolio construction, using asset allocation with mutual funds, ETFs, cash, and investment-grade bonds. Primary custodian is Charles Schwab & Co.
Team overview
47 AVG AGE
$41.0M AVG AUM / ADVISOR
$836.8K AVG AUM / CLIENT
1.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
Maribe Leah Zolli
Owner
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
MATTHEW EDWARD DAHLGREN DAIGNEAULT
Chief Compliance Officer
- CRD
- #4273038
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,550,053 | -- |
| Non-Discretionary | $452,141 | -- |
| Total | $41,002,194 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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