Portfolio Management, LLC
Portfolio Management, LLC (CRD# 107129) is a financial advisory firm headquartered in Sugar Land, TX. They manage $141,935,839 in 311 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management142MILLION
Total Number of Accounts311ACCOUNTS
Average Account Value$456,385
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
Richard Kranz (CRD# 1121438) is an Investment Advisor Representative working at Portfolio Management, LLC in Sugar Land, TX and has over 34 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.