Porta Investment Management

Porta Investment Management (CRD# 130185) is a financial advisory firm headquartered in Vallejo, CA. They manage $28,300,000 in 83 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1410 Georgia St., Vallejo, CA 94590
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    83
    ACCOUNTS
  • Average Account Value
    $340,964
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Porta Investment Management
Showing 1 - 1 of 1 top financial advisors.
1
Thomas Porta, financial advisor Vallejo CA
Thomas K. Porta
CRD#: 2006268
1410 Georgia St., Vallejo, CA 94590

Thomas Porta (CRD# 2006268) is an Investment Advisor Representative working at Porta Investment Management in Vallejo, CA and has over 33 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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