The Stratevest Group, N.A. (Burlington)

The Stratevest Group, N.A. is a large advisory firm based in Burlington. It manages $480 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Maine, Massachusetts, New Hampshire, and Vermont.

The Stratevest Group, N.A provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

The Stratevest Group, N.A: assets under management

The assets under management (AUM) of The Stratevest Group, N.A. is $480 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $480 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $60 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay The Stratevest Group, N.A. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at The Stratevest Group, N.A.

Robert B Esau has been acting as President since 1 Feb 2001. Gary L Robinson joined the executive team most recently as the Coo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Na Banknorth Financial Group	Owner	1 May 2000	75% - 100%	01-0437984
Robert B Esau	President	1 Feb 2001	Other	4390507
Gary L Robinson	Coo	1 Feb 2001	Other	4390510

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
N.A. Banknorth Financial Group	Owner	1 May 2000	75% - 100%	01-0437984

Based in Burlington

The principal office where The Stratevest Group, N.A. performs its advisory services is located at 111 Main Street, Burlington, VT 05402 The mailing address of the firm is One Portland Square, Portland, ME 04101. An additional office of the firm is in Concord, NH. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 802-860-3163 or by fax 802-860-5409. The normal business hours are 8:30am - 5:00pm on Monday - Friday.