Portfolio Audit, Llc Fiduciary Investment Adviser

Portfolio Audit, Llc Fiduciary Investment Adviser (CRD# 118549) is a financial advisory firm headquartered in , . They manage $21,501,000 in 106 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    106
    ACCOUNTS
  • Average Account Value
    $202,840
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
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.

FL, TN

Financial Advisors at Portfolio Audit, Llc Fiduciary Investment Adviser
Showing 1 - 2 of 2 top financial advisors.
1
Thomas A. Sayres
CRD#: 2614944
Knoxville, TN
93
Wealthminder
score

Thomas Sayres (CRD# 2614944) is an Investment Advisor Representative working at Portfolio Audit, Llc Fiduciary Investment Adviser in Knoxville, TN and has over 17 years of experience in the finance industry.

2
Stephanie W. Sayres
CRD#: 4529864
Knoxville, TN
87
Wealthminder
score

Stephanie Sayres (CRD# 4529864) is an Investment Advisor Representative working at Portfolio Audit, Llc Fiduciary Investment Adviser in Knoxville, TN and has 1 year of experience in the finance industry.

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