| Name | Title | Ownership | Since |
|---|---|---|---|
| Ben Weylin Daigle | Executive Vice President | 5-10% | 2024 |
| Erica Morgan Bly Control | Client Relationship Manager And Chief Compliance Officer | Under 5% | 2025 |
| Fredric Wallace Williams Control | President, Treasurer, And Secretary | 50-75% | 1995 |
Old Port Advisors, Inc reports $746.4 million in regulatory assets under management on its Form ADV.
Old Port Advisors, Inc reports 16 employees.
Old Port Advisors, Inc is based in Portland, ME and has been SEC-registered since 2001.
Old Port Advisors, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 130 Middle Street, 2nd Floor, Portland, ME 04101-7104 |
| Phone | 207-774-6552 |
| Fax | 207-775-2969 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1744348 |
| Discloses disciplinary history | No |
| Discretionary | $701.2M |
| Non-discretionary | $45.3M |
| Total (RAUM) | $746.4M |