Penobscot Investment Management Company, INC.
Boston, MA·SEC-registered · CRD #105060
Penobscot Investment Management Company, INC. is an SEC-registered investment advisory firm in Boston, MA managing $1.6B across 848 client accounts, with 8 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.6B
Client accounts
848
Advisory staff
8
Fee model
Fee-only
How Penobscot Investment Management Company, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Penobscot Investment Management Company, INC.
How much does Penobscot Investment Management Company, INC. manage?
Per its most recent SEC Form ADV filing (05/18/2026), Penobscot Investment Management Company, INC. reports $1.6B in regulatory assets under management across roughly 848 client accounts.
How does Penobscot Investment Management Company, INC. charge?
Penobscot Investment Management Company, INC. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Penobscot Investment Management Company, INC. a fiduciary?
Yes. Penobscot Investment Management Company, INC. is registered with the U.S. Securities and Exchange Commission (CRD #105060), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Penobscot Investment Management Company, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Penobscot Investment Management Company, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Boston, MA
Profile compiled from Penobscot Investment Management Company, INC.'s public SEC Form ADV filing (CRD #105060, filed 05/18/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Penobscot Investment Management Company, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Penobscot Investment Management Company, INC.? Claim this profile.