Portland Global Advisors LLC

Overview

Portland Global Advisors LLC is an SEC registered investment adviser based in Portland, ME, registered since 1995. It reports $1.2B in assets under management across 1,010 accounts, with 13 employees. It has 11 investment adviser representatives.

Reported AUM

$1.2B

Discretionary

100%

Accounts

1,010

Average account

$1.2M

Employees

13

Advisory reps

11

Registered since

1995

Jurisdictions

13

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 4

• John Barker Sullivan Chief Executive Officer CRD 1770178
• Richard Scott Freeman Strabley President CRD 1694319
• David E Smith Chief Financial Officer, Treasurer, Director CRD 7330481

1 more executive officer, with direct contact details

Advisory reps 3 of 11

• Matthew Merrill Hanson Investment Adviser Rep CRD 6209929
• Kathleen Marie Hurley Investment Adviser Rep CRD 8084580
• Derek Cichon Jaskulski Investment Adviser Rep CRD 833250

8 more advisory reps, with emails, phones and branch locations

Location

Headquarters

217 Commercial St Ste 400
Portland, ME 04101

County

Cumberland

Metro area

Portland-South Portland, ME

Region

Northeast

Registrations

• SEC registered
• Registered in 13 jurisdictions
• Website: portlandglobal.com

Every state, with registration dates

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