$78.4M Total AUM
$2.5M Disc. AUM
-- 3Y CAGR
2 Employees
33 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-21-1998
- Office Locations
- 1
Office Locations
511 Congress Street, Suite 804 Portland ME
About Portland Financial Planning Group
Portland Financial Planning Group is a Portland-based RIA. The firm has been operating for 27 years. Managing $78.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Charitable Giving, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$78.4M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
23.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Crest Meridian Ember fusion Oak
Client Personas
Delta oak
Investment Themes
Atlas value North Pioneer
Investment Vehicles
Foundation
Services
Capital Legacy Pioneer pathway Legacy Zenith Vector pioneer Atlas Summit alpha
Owner & Executives
BRIAN LUTHER DIETZ
Chief Compliance Officer, Principal
- CRD
- #3092139
- Ownership
- 75% or more
(226) 883-6000
foundation.horizon@northcapital.com
in linkedin.com/in/focus-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,532,021 | -- |
| Non-Discretionary | $75,846,092 | -- |
| Total | $78,378,113 | -- |
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Separately Managed Accounts
Total SMA Asset: $78,378,113
Public Funds:
19.1% Equity - Exchange:
16.5% Cash:
20.9% Other:
14.6% U.S. Government/Agency:
14.2% Corporate - Investment Grade:
14.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $985,830,095 | 19.1% |
| Equity - Exchange | $851,633,328 | 16.5% |
| Cash | $1,078,735,549 | 20.9% |
| Other | $753,566,460 | 14.6% |
| U.S. Government/Agency | $732,920,803 | 14.2% |
| Corporate - Investment Grade | $758,727,873 | 14.7% |
| Total | $5,161,414,108 | 100.0% |