Municipal Portfolio Managers, Inc.

Municipal Portfolio Managers, Inc. (CRD# 120434) is a financial advisory firm headquartered in Atlanta, GA. They manage $571,010,542 in 181 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    571
    MILLION
  • Total Number of Accounts
    181
    ACCOUNTS
  • Average Account Value
    $3,154,754
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, FL, GA, LA, NY

Financial Advisors at Municipal Portfolio Managers, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Casey E. Ingram
CRD#: 5823211
3500 Lenox Road Ne, Suite 695, Atlanta, GA 30326
90
Wealthminder
score

Casey Ingram (CRD# 5823211) is an Investment Advisor Representative working at Municipal Portfolio Managers, Inc. in Atlanta, GA and has 1 year of experience in the finance industry.

2
John L. Duffy
CRD#: 1026668
3500 Lenox Road Ne, Suite 695, Atlanta, GA 30326
83
Wealthminder
score

John Duffy (CRD# 1026668) is an Investment Advisor Representative working at Municipal Portfolio Managers, Inc. in Atlanta, GA and has over 35 years of experience in the finance industry.

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