Porter Investments

Porter Investments (CRD# 114366) is a financial advisory firm headquartered in Houston, TX. They manage $13,431,000 in 79 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    79
    ACCOUNTS
  • Average Account Value
    $170,013
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
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.

LA, NC, TX

Financial Advisors at Porter Investments
Showing 1 - 2 of 2 top financial advisors.
1
Robert W. Porter
CRD#: 1675449
5847 San Felipe Street, Suite 1700, Houston, TX 77057
93
Wealthminder
score

Robert Porter (CRD# 1675449) is an Investment Advisor Representative working at Porter Investments in Houston, TX and has over 26 years of experience in the finance industry.

2
Damian O. Lombardi
CRD#: 6823417
Wake Forest, NC
87
Wealthminder
score

Damian Lombardi (CRD# 6823417) is an Investment Advisor Representative working at Porter Investments in Wake Forest, NC and has 1 year of experience in the finance industry.

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