1st Portfolio, Inc.
1st Portfolio, Inc. (CRD# 134901) is a financial advisory firm headquartered in Fairfax, VA. They manage $152,662,056 in 420 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
1st Portfolio, Inc.
By the Numbers
-
Total Assets Under Management153MILLION
-
Total Number of Accounts420ACCOUNTS
-
Average Account Value$363,481
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
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD, TX, VA
Financial Advisors at 1st Portfolio, Inc.
No Advisor Found.
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