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
By the Numbers
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Total Assets Under Management140MILLION
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Total Number of Accounts334ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, TX
Financial Advisors at Portfolio Management, LLC
1
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 (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.
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