RIA Intel›Advisers›Maine›DIRIGO FINANCIAL LLC

DIRIGO FINANCIAL LLC

Advisory

ME

Data as of Jun 10, 2026 · Source: SEC Form ADV

Average account

$253K

across 162 accounts

AUM per adviser

$41M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 10, 2026.

Total AUM

$41M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$41M

Discretionary AUM$41M

Non-Discretionary AUM$452K

Discretionary %98.9%

Total Clients49

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InME, NH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

49 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in ME

Closest by assets under management. All figures from Form ADV.

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TD BANKNORTH, N.A.

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BLACK BROOK FINANCIAL PLANNING, LLC

$39M

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NORTH HAVEN FINANCIAL LLC

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