Portfolio Management, LLC

Portfolio Management, LLC (CRD# 107129) is a financial advisory firm headquartered in Austin, TX. They manage $137,487,257 in 328 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
    137
    MILLION
  • Total Number of Accounts
    328
    ACCOUNTS
  • Average Account Value
    $419,168
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.

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 37 years of experience in the finance industry. Richard Kranz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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. Brinley Ledonne has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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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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