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
Portfolio Advisory Group, Inc.
By the Numbers
-
Total Assets Under Management87MILLION
-
Total Number of Accounts168ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
VA
Financial Advisors at Portfolio Advisory Group, Inc.
1
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 (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.
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