Portfolio Management & Planning, Inc.
Portfolio Management & Planning, Inc. (CRD# 117264) is a financial advisory firm headquartered in , . They manage $26,826,015 in 31 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management27MILLION
Total Number of Accounts31ACCOUNTS
Average Account Value$865,355
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
Marc Sassin (CRD# 4473338) is an Investment Advisor Representative working at Portfolio Management & Planning, Inc. in Arlington, VA and has 1 year of experience in the finance industry.