Porter Investments
Porter Investments (CRD# 114366) is a financial advisory firm headquartered in Houston, TX. They manage $36,910,000 in 122 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management37MILLION
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Total Number of Accounts122ACCOUNTS
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Average Account Value$302,541
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, NC, TX
Financial Advisors at Porter Investments
1
Damian Lombardi (CRD# 6823417) is an Investment Advisor Representative working at Porter Investments in Houston, TX and has over 6 years of experience in the finance industry.
2
Robert Porter (CRD# 1675449) is an Investment Advisor Representative working at Porter Investments in Houston, TX and has over 31 years of experience in the finance industry.
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