Humberto Portillo, financial advisor Ramsey NJ

Humberto Portillo

CRD Number: 6553019
Current Firm: Financial Freedom Management LLC

Humberto Portillo (CRD# 6553019) is an Investment Advisor Representative working at Financial Freedom Management LLC in Ramsey, NJ and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Freedom Management LLC Ramsey, NJ Aug 2015 - Current 8
Candlewood Asset Management Co Ramsey, NJ Feb 2013 - Dec 2015 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2016
Contact Info for Humberto C. Portillo
Phone Number: (201) 986-6471
Registered State(s):
  • NJ
  • NY
Current Firm Details
Financial Freedom Management LLC
Firm's CRD Number: 281293
By the Numbers
  • Total Assets Under Management
    8
    MILLIONS
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $159,809
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

NJ, NY

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