Port Street Investments, LLC
Port Street Investments, LLC (CRD# 168596) is a financial advisory firm headquartered in Newport Beach, CA. They manage $36,714,000 in 2 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management37MILLION
Total Number of Accounts2ACCOUNTS
Average Account Value$18,357,000
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")