Portfolio Advisory Group, Inc.

Portfolio Advisory Group, Inc. (CRD# 116011) is a financial advisory firm headquartered in Alexandria, VA. They manage $87,260,508 in 168 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5425 Duke Street, Alexandria, VA 22304
By the Numbers
  • Total Assets Under Management
    87
    MILLION
  • Total Number of Accounts
    168
    ACCOUNTS
  • Average Account Value
    $519,408
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
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 Sendi, financial advisor Alexandria VA
Daniel T. Sendi
CRD#: 2273282
5425 Duke Street, Alexandria, VA 22304

Daniel Sendi (CRD# 2273282) is an Investment Advisor Representative working at Portfolio Advisory Group, Inc. in Alexandria, VA and has over 31 years of experience in the finance industry.

2
David Sendi, financial advisor Alexandria VA
David A. Sendi
CRD#: 2215135
5425 Duke Street, Alexandria, VA 22304

David Sendi (CRD# 2215135) is an Investment Advisor Representative working at Portfolio Advisory Group, Inc. in Alexandria, VA and has over 32 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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