Portfolio Advisory Group, Inc.

Portfolio Advisory Group, Inc. (CRD# 116011) is a financial advisory firm headquartered in Alexandria, VA. They manage $45,156,363 in 112 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    112
    ACCOUNTS
  • Average Account Value
    $403,182
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
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.

VA

Financial Advisors at Portfolio Advisory Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Daniel T. Sendi
CRD#: 2273282
5425 Duke Street, Alexandria, VA 22304
96
Wealthminder
score

Daniel Sendi (CRD# 2273282) is an Investment Advisor Representative working at Portfolio Advisory Group, Inc. in Alexandria, VA and has over 24 years of experience in the finance industry. Daniel Sendi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David A. Sendi
CRD#: 2215135
5425 Duke Street, Alexandria, VA 22304
96
Wealthminder
score

David Sendi (CRD# 2215135) is an Investment Advisor Representative working at Portfolio Advisory Group, Inc. in Alexandria, VA and has over 24 years of experience in the finance industry. David Sendi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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