Portfolio Management & Research, Inc.

Portfolio Management & Research, Inc. (CRD# 141667) is a financial advisory firm headquartered in Gainesville, FL. They manage $334,934 in 29 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $11,549
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.

FL

Financial Advisors at Portfolio Management & Research, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Robb W. Baldwin
CRD#: 1409477
2511 Nw 41st Street, Gainesville, FL 32606
93
Wealthminder
score

Robb Baldwin (CRD# 1409477) is an Investment Advisor Representative working at Portfolio Management & Research, Inc. in Gainesville, FL and has over 17 years of experience in the finance industry.

2
Michael E. Michaelis
CRD#: 2982392
2511 Nw 41st Street, Gainesville, FL 32606
67
Wealthminder
score

Michael Michaelis (CRD# 2982392) is an Investment Advisor Representative working at Portfolio Management & Research, Inc. in Gainesville, FL and has 1 year of experience in the finance industry.

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