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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $865,355
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

MD, VA

Financial Advisors at Portfolio Management & Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Marc H. Sassin
CRD#: 4473338
Arlington, VA
87
Wealthminder
score

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.

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