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
Portfolio Management & Planning, Inc.
By the Numbers
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Total Assets Under Management72MILLION
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Total Number of Accounts111ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD, VA
Financial Advisors at Portfolio Management & Planning, Inc.
1
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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