Portfolioarc, LLC

Portfolioarc, LLC (CRD# 139498) is a financial advisory firm headquartered in , . They manage $21,578,000 in 48 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://portfolioarc.com
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $449,542
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DC, VA

Financial Advisors at Portfolioarc, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Matthew Mendelsohn, financial advisor Arlington VA
Matthew S. Mendelsohn
CRD#: 4552349
Arlington, VA

Matthew Mendelsohn (CRD# 4552349) is an Investment Advisor Representative working at Portfolioarc, LLC in Arlington, VA and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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