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).

Current Firm Details
2245 Texas Drive, Suite 300, Sugar Land, TX 77479
http://www.portmgmt.com
By the Numbers
  • Total Assets Under Management
    142
    MILLION
  • Total Number of Accounts
    311
    ACCOUNTS
  • Average Account Value
    $456,385
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 - 1 of 1 top financial advisors.
1
Richard Kranz, financial advisor Sugar Land TX
Richard W. Kranz
CRD#: 1121438
2245 Texas Drive, Suite 300, Sugar Land, TX 77479
96
Wealthminder
score

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.

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