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Dirigo Financial LLC

EST. AUM
$41,002,194

CONTACTS

CLIENT ACCOUNTS
162

Firm Details

Metro area Portland, ME
CRD Number 333829
Website dirigofinancial.com
Client types

Overview

Dirigo Financial LLC is a Maine-based, state-registered investment advisory firm formed in October 2024 and licensed since April 2025, providing comprehensive investment management and financial planning services to individuals and high-net-worth clients across New England. The firm offers discretionary and non-discretionary asset management, ongoing financial planning, and pension consulting services to employee benefit and retirement plans. Client portfolios are managed separately using a long-term, fundamental analysis approach, investing primarily in stocks, bonds, mutual funds, and exchange-traded funds, with assets custodied through Charles Schwab & Co., Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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