Portfolio Advisory Council,l.l.c.

Portfolio Advisory Council,l.l.c. (CRD# 107465) is a financial advisory firm headquartered in Houston, TX. They manage $351,065,964 in 863 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
3 Greenway Plaza, Suite 1776, Houston, TX 77046
http://pacadvisory.com
By the Numbers
  • Total Assets Under Management
    351
    MILLION
  • Total Number of Accounts
    863
    ACCOUNTS
  • Average Account Value
    $406,797
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, KS, LA, MN, TX, WA

Financial Advisors at Portfolio Advisory Council,l.l.c.
Showing 1 - 6 of 6 top financial advisors.
1
James Hamilton, financial advisor Houston TX
James W. Hamilton
CRD#: 2503669
3 Greenway Plaza, Suite 1776, Houston, TX 77046

James Hamilton (CRD# 2503669) is an Investment Advisor Representative working at Portfolio Advisory Council,l.l.c. in Houston, TX and has over 29 years of experience in the finance industry.

2
John Husbands, financial advisor Houston TX
John C. Husbands
CRD#: 1695699
3 Greenway Plaza, Suite 1776, Houston, TX 77046

John Husbands (CRD# 1695699) is an Investment Advisor Representative working at Portfolio Advisory Council,l.l.c. in Houston, TX and has over 35 years of experience in the finance industry.

3
Wendy Korman, financial advisor Houston TX
Wendy E. Korman
CRD#: 4488898
3 Greenway Plaza, Suite 1776, Houston, TX 77046

Wendy Korman (CRD# 4488898) is an Investment Advisor Representative working at Portfolio Advisory Council,l.l.c. in Houston, TX and has over 22 years of experience in the finance industry.

4
Philip Moran, financial advisor Houston TX
Philip B. Moran
CRD#: 3187914
3 Greenway Plaza, Suite 1776, Houston, TX 77046

Philip Moran (CRD# 3187914) is an Investment Advisor Representative working at Portfolio Advisory Council,l.l.c. in Houston, TX and has over 25 years of experience in the finance industry.

5
Jerry Smith, financial advisor Houston TX
Jerry M. Smith
CRD#: 2429191
3 Greenway Plaza, Suite 1776, Houston, TX 77046

Jerry Smith (CRD# 2429191) is an Investment Advisor Representative working at Portfolio Advisory Council,l.l.c. in Houston, TX and has over 30 years of experience in the finance industry.

6
William Sutton, financial advisor Houston TX
William T. Sutton
CRD#: 1303860
3 Greenway Plaza, Suite 1776, Houston, TX 77046

William Sutton (CRD# 1303860) is an Investment Advisor Representative working at Portfolio Advisory Council,l.l.c. in Houston, TX and has over 40 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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