Portfolio Advisors LLC
Portfolio Advisors LLC (CRD# 105981) is a financial advisory firm headquartered in Darien, CT. They manage $40,830,389,177 in 113 accounts and serve the financial needs of clients across 35 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management40,830MILLION
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Total Number of Accounts113ACCOUNTS
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Average Account Value$361,330,878
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, LA, MA, MI, MN, MO, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI
Financial Advisors at Portfolio Advisors LLC
No Advisor Found.
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