Portfolio Evaluations, Inc.

Portfolio Evaluations, Inc. (CRD# 129123) is a financial advisory firm headquartered in Warren, NJ. They serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Other
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.

CT, FL, IL, MA, NJ, NY, TN, TX

Financial Advisors at Portfolio Evaluations, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Michael A. Sasso
CRD#: 1535788
15 Independence Boulevard, Warren, NJ 07059
93
Wealthminder
score

Michael Sasso (CRD# 1535788) is an Investment Advisor Representative working at Portfolio Evaluations, Inc. in Warren, NJ and has over 29 years of experience in the finance industry.

2
Attila T. Toth
CRD#: 1714284
15 Independence Boulevard, Warren, NJ 07059
87
Wealthminder
score

Attila Toth (CRD# 1714284) is an Investment Advisor Representative working at Portfolio Evaluations, Inc. in Warren, NJ and has 1 year of experience in the finance industry.

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