Portfolio Management Company

Portfolio Management Company (CRD# 134449) is a financial advisory firm headquartered in Saint Louis, MO. They manage $17,300,000 in 114 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    114
    ACCOUNTS
  • Average Account Value
    $151,754
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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.

MO

Financial Advisors at Portfolio Management Company
Showing 1 - 2 of 2 top financial advisors.
1
Donald R. Dumont
CRD#: 4720096
8029 Forsyth Blvd., Suite 203, Clayton, MO 63105
93
Wealthminder
score

Donald Dumont (CRD# 4720096) is an Investment Advisor Representative working at Portfolio Management Company in Clayton, MO and has over 13 years of experience in the finance industry.

2
Craig B. Long
CRD#: 6304727
8029 Forsyth Blvd., Suite 203, Saint Louis, MO 63105
89
Wealthminder
score

Craig Long (CRD# 6304727) is an Investment Advisor Representative working at Portfolio Management Company in Saint Louis, MO and has over 2 years of experience in the finance industry.

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