Portfolio Audit, LLC

Portfolio Audit, LLC (CRD# 118549) is a financial advisory firm headquartered in , . They manage $27,334,394 in 101 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    101
    ACCOUNTS
  • Average Account Value
    $270,638
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
The map below shows states where this firm has explicit registration only.

FL, TN

Financial Advisors at Portfolio Audit, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Stephanie Sayres, financial advisor Knoxville TN
Stephanie W. Sayres
CRD#: 4529864
Knoxville, TN

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

2
Thomas Sayres, financial advisor Knoxville TN
Thomas A. Sayres
CRD#: 2614944
Knoxville, TN

Thomas Sayres (CRD# 2614944) is an Investment Advisor Representative working at Portfolio Audit, LLC in Knoxville, TN and has over 25 years of experience in the finance industry.

3
Thomas Sayres, financial advisor Knoxville TN
Thomas A. Sayres
CRD#: 5612743
Knoxville, TN

Thomas Sayres (CRD# 5612743) is an Investment Advisor Representative working at Portfolio Audit, LLC in Knoxville, TN and has over 5 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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