Portfolio Management, LLC
Portfolio Management, LLC (CRD# 107129) is a financial advisory firm headquartered in Austin, TX. They manage $150,983,646 in 330 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management151MILLION
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Total Number of Accounts330ACCOUNTS
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Average Account Value$457,526
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses

LA, TX
Richard Kranz (CRD# 1121438) is an Investment Advisor Representative working at Portfolio Management, LLC in Austin, TX and has over 39 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.
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.