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).
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Total Assets Under Management27MILLION
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Total Number of Accounts101ACCOUNTS
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Average Account Value$270,638
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, 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.
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.
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.