Portfolio Management & Planning, Inc.

Portfolio Management & Planning, Inc. (CRD# 117264) is a financial advisory firm headquartered in , . They manage $72,480,884 in 111 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $652,981
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
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 Sassin, financial advisor Arlington VA
Marc H. Sassin
CRD#: 4473338
Arlington, VA

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.

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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