Portfolio Management, LLC

Portfolio Management, LLC (CRD# 107129) is a financial advisory firm headquartered in Austin, TX. They manage $140,165,347 in 334 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
500 West 2nd Street, Suite 1900, Austin, TX 78701
http://www.portmgmt.com
By the Numbers
  • Total Assets Under Management
    140
    MILLION
  • Total Number of Accounts
    334
    ACCOUNTS
  • Average Account Value
    $419,657
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.

LA, TX

Financial Advisors at Portfolio Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Richard Kranz, financial advisor Austin TX
Richard W. Kranz
CRD#: 1121438
500 West 2nd Street, Suite 1900, Austin, TX 78701

Richard Kranz (CRD# 1121438) is an Investment Advisor Representative working at Portfolio Management, LLC in Austin, TX and has over 40 years of experience in the finance industry.

2
Brinley Ledonne, financial advisor Austin TX
Brinley E. Ledonne
CRD#: 7058631
500 W. 2nd St., Suite 1900, Austin, TX 78701

Brinley Ledonne (CRD# 7058631) is an Investment Advisor Representative working at Portfolio Management, LLC in Austin, TX 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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