Portfolio Management & Research, Inc.

Portfolio Management & Research, Inc. (CRD# 141667) is a financial advisory firm headquartered in Gainesville, FL. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2511 Nw 41st Street, Gainesville, FL 32606
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Portfolio Management & Research, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Robb Baldwin, financial advisor Gainesville FL
Robb W. Baldwin
CRD#: 1409477
2511 Nw 41st Street, Gainesville, FL 32606

Robb Baldwin (CRD# 1409477) is an Investment Advisor Representative working at Portfolio Management & Research, Inc. in Gainesville, FL and has over 25 years of experience in the finance industry.

2
James Halvosa, financial advisor Gainesville FL
James J. Halvosa
CRD#: 2603382
2511 Nw 41st Street, Gainesville, FL 32606

James Halvosa (CRD# 2603382) is an Investment Advisor Representative working at Portfolio Management & Research, Inc. in Gainesville, FL and has over 29 years 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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